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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$694K ﹤0.01%
21,418
-786
2902
$694K ﹤0.01%
19,200
+9,339
2903
$693K ﹤0.01%
40,106
-1,856
2904
$691K ﹤0.01%
33,227
-39,324
2905
$690K ﹤0.01%
17,172
+5,816
2906
$688K ﹤0.01%
75,511
-1,794
2907
$684K ﹤0.01%
10,938
-88
2908
$681K ﹤0.01%
52,870
-519
2909
$679K ﹤0.01%
10,322
-9,559
2910
$677K ﹤0.01%
14,430
+2,498
2911
$677K ﹤0.01%
20,166
+94
2912
$676K ﹤0.01%
60,348
+25,312
2913
$675K ﹤0.01%
55,090
-670
2914
$675K ﹤0.01%
6,307
+987
2915
$673K ﹤0.01%
23,961
+11,765
2916
$673K ﹤0.01%
32,778
+7,778
2917
$671K ﹤0.01%
85,608
-3,809
2918
$671K ﹤0.01%
48,233
+2,198
2919
$670K ﹤0.01%
6,457
+1,912
2920
$669K ﹤0.01%
26,359
-262
2921
$669K ﹤0.01%
26,869
+276
2922
$668K ﹤0.01%
14,392
+3,804
2923
$667K ﹤0.01%
16,482
+8,301
2924
$667K ﹤0.01%
+35,322
2925
$667K ﹤0.01%
70,532
+770