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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$254K ﹤0.01%
5,302
+5,098
2877
$254K ﹤0.01%
4,775
-96,465
2878
$253K ﹤0.01%
9,772
+6,470
2879
$253K ﹤0.01%
18,475
+15,475
2880
$252K ﹤0.01%
27,678
+4,536
2881
$252K ﹤0.01%
9,527
+4,393
2882
$252K ﹤0.01%
9,607
+160
2883
$252K ﹤0.01%
6,116
+994
2884
$252K ﹤0.01%
8,857
+586
2885
$251K ﹤0.01%
6,915
+4,002
2886
$248K ﹤0.01%
18,953
+2,809
2887
$247K ﹤0.01%
6,434
+3,534
2888
$246K ﹤0.01%
10,893
+177
2889
$244K ﹤0.01%
4,912
+375
2890
$241K ﹤0.01%
10,752
-2,089
2891
$241K ﹤0.01%
+5,710
2892
$241K ﹤0.01%
7,766
-197
2893
$240K ﹤0.01%
4,812
+154
2894
$240K ﹤0.01%
7,155
+815
2895
$239K ﹤0.01%
18,120
-330
2896
$239K ﹤0.01%
103
-6
2897
$238K ﹤0.01%
10,943
+1,100
2898
$238K ﹤0.01%
2,307
-311
2899
$237K ﹤0.01%
5,288
+4,063
2900
$236K ﹤0.01%
14,452
-956,582