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
2901
$749K ﹤0.01%
165,561
-13,854
2902
$749K ﹤0.01%
16,052
-23,548
2903
$749K ﹤0.01%
92,778
+28,373
2904
$749K ﹤0.01%
41,939
-18,291
2905
$746K ﹤0.01%
578,545
-32,399
2906
$738K ﹤0.01%
15,644
+2,654
2907
$736K ﹤0.01%
39,136
-1,436
2908
$729K ﹤0.01%
17,284
-3,908
2909
$724K ﹤0.01%
87,184
-35,228
2910
$724K ﹤0.01%
+43,436
2911
$724K ﹤0.01%
12,602
-861
2912
$721K ﹤0.01%
66,953
+35,568
2913
$720K ﹤0.01%
+79,603
2914
$719K ﹤0.01%
172,424
-49,866
2915
$717K ﹤0.01%
40,255
+3,068
2916
$717K ﹤0.01%
16,725
-1,144
2917
$716K ﹤0.01%
78,004
+1,206
2918
$712K ﹤0.01%
26,439
+2,750
2919
$710K ﹤0.01%
93,473
-5,720
2920
$707K ﹤0.01%
2,119
-1,010
2921
$705K ﹤0.01%
36,109
-2,333
2922
$704K ﹤0.01%
21,323
+1,640
2923
$702K ﹤0.01%
64,285
+5,200
2924
$697K ﹤0.01%
15,687
-1,174
2925
$696K ﹤0.01%
54,292
+14,498