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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$377M
3 +$363M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
5
HAL icon
Halliburton
HAL
+$346M

Top Sells

1 +$833M
2 +$383M
3 +$352M
4
NXPI icon
NXP Semiconductors
NXPI
+$326M
5
EA icon
Electronic Arts
EA
+$262M

Sector Composition

1 Technology 15.26%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$960K ﹤0.01%
44,184
-34,776
2902
$958K ﹤0.01%
38,498
+14,450
2903
$957K ﹤0.01%
14,006
+5,103
2904
$957K ﹤0.01%
+56,877
2905
$953K ﹤0.01%
18,752
+13,647
2906
$943K ﹤0.01%
+25,452
2907
$940K ﹤0.01%
99,985
-402,444
2908
$940K ﹤0.01%
22,554
-40,028
2909
$935K ﹤0.01%
2,223
2910
$933K ﹤0.01%
49,055
-3,355
2911
$931K ﹤0.01%
58,507
+12,852
2912
$928K ﹤0.01%
+151,468
2913
$925K ﹤0.01%
52,567
-22,801
2914
$924K ﹤0.01%
10,751
-129
2915
$923K ﹤0.01%
38,016
-405
2916
$923K ﹤0.01%
71,311
-13,300
2917
$922K ﹤0.01%
84,154
+46,647
2918
$921K ﹤0.01%
46,373
+1,527
2919
$920K ﹤0.01%
146,060
-19,619
2920
$917K ﹤0.01%
16,630
+2,345
2921
$908K ﹤0.01%
17,533
+762
2922
$907K ﹤0.01%
17,744
-884
2923
$907K ﹤0.01%
+38,000
2924
$899K ﹤0.01%
21,384
+1,264
2925
$899K ﹤0.01%
14,353
+2,537