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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$1.56M ﹤0.01%
70,343
-14,055
2902
$1.55M ﹤0.01%
171,212
-7,599
2903
$1.55M ﹤0.01%
64,995
+6,029
2904
$1.55M ﹤0.01%
35,120
-32,271
2905
$1.55M ﹤0.01%
58,420
+3,152
2906
$1.54M ﹤0.01%
67,833
-3,959
2907
$1.54M ﹤0.01%
92,679
+20,509
2908
$1.54M ﹤0.01%
262,649
-25,307
2909
$1.54M ﹤0.01%
51,844
-2,295
2910
$1.53M ﹤0.01%
21,312
-6,012
2911
$1.53M ﹤0.01%
38,049
+4,476
2912
$1.53M ﹤0.01%
65,388
-2,971
2913
$1.53M ﹤0.01%
60,603
2914
$1.52M ﹤0.01%
85,503
-6,409
2915
$1.52M ﹤0.01%
165,750
+20,869
2916
$1.52M ﹤0.01%
32,813
-1,856
2917
$1.51M ﹤0.01%
27,604
-3,075
2918
$1.51M ﹤0.01%
17,110
-204
2919
$1.51M ﹤0.01%
22,246
+808
2920
$1.51M ﹤0.01%
41,247
+28,386
2921
$1.51M ﹤0.01%
166,930
-18,404
2922
$1.5M ﹤0.01%
85,265
-2,134
2923
$1.5M ﹤0.01%
126,207
+1,193
2924
$1.49M ﹤0.01%
46,716
-945
2925
$1.49M ﹤0.01%
77,337
+35,930