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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$658K ﹤0.01%
13,862
+2,241
2877
$657K ﹤0.01%
8,908
-4,117
2878
$652K ﹤0.01%
299,089
-540
2879
$649K ﹤0.01%
49,237
-6,121
2880
$648K ﹤0.01%
19,431
+19
2881
$648K ﹤0.01%
25,446
-121
2882
$647K ﹤0.01%
24,848
+2,534
2883
$638K ﹤0.01%
25,130
+502
2884
$630K ﹤0.01%
29,082
+2,901
2885
$629K ﹤0.01%
97,687
+41,053
2886
$629K ﹤0.01%
6,417
-1,211
2887
$626K ﹤0.01%
19,620
+6,702
2888
$623K ﹤0.01%
12,559
-873
2889
$622K ﹤0.01%
38,364
+10,416
2890
$622K ﹤0.01%
23,668
+2,027
2891
$621K ﹤0.01%
29,919
+990
2892
$620K ﹤0.01%
10,818
+2,680
2893
$620K ﹤0.01%
23,736
+172
2894
$619K ﹤0.01%
+19,791
2895
$618K ﹤0.01%
27,258
-6,841
2896
$618K ﹤0.01%
23,400
+695
2897
$615K ﹤0.01%
66,822
+1,795
2898
$613K ﹤0.01%
23,442
-29
2899
$610K ﹤0.01%
13,644
+3,783
2900
$610K ﹤0.01%
29,892
+1,534