Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$829K ﹤0.01%
67,996
+7,471
2852
$828K ﹤0.01%
78,178
+35,170
2853
$828K ﹤0.01%
31,328
+14,140
2854
$828K ﹤0.01%
66,497
-28,628
2855
$828K ﹤0.01%
16,771
-1,130
2856
$824K ﹤0.01%
7,782
-438
2857
$822K ﹤0.01%
61,275
-28,960
2858
$822K ﹤0.01%
216,684
-48,304
2859
$820K ﹤0.01%
18,630
-2,732
2860
$816K ﹤0.01%
62,834
+1,812
2861
$815K ﹤0.01%
227,489
-1,423
2862
$814K ﹤0.01%
87,091
-908
2863
$812K ﹤0.01%
119,394
-117,479
2864
$808K ﹤0.01%
44,635
-67,185
2865
$807K ﹤0.01%
80,097
-60,224
2866
$804K ﹤0.01%
50,580
-18,643
2867
$804K ﹤0.01%
61,400
+4,500
2868
$804K ﹤0.01%
75,490
+5,188
2869
$800K ﹤0.01%
23,740
+9,702
2870
$799K ﹤0.01%
43,650
+7,500
2871
$798K ﹤0.01%
15,067
-33,712
2872
$798K ﹤0.01%
94,508
-4,915
2873
$797K ﹤0.01%
7,694
-399
2874
$796K ﹤0.01%
150,192
-27,948
2875
$795K ﹤0.01%
21,975
-26,143