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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$579K ﹤0.01%
231
-54
2927
$578K ﹤0.01%
6,123
-5,538
2928
$577K ﹤0.01%
96,068
-20,595
2929
$576K ﹤0.01%
15,895
+7,717
2930
$574K ﹤0.01%
22,200
+1,500
2931
$573K ﹤0.01%
9,887
+1,013
2932
$571K ﹤0.01%
4,023
+916
2933
$570K ﹤0.01%
8,241
-159
2934
$567K ﹤0.01%
+23,537
2935
$567K ﹤0.01%
8,096
+292
2936
$567K ﹤0.01%
13,200
+127
2937
$566K ﹤0.01%
29,345
-179,160
2938
$565K ﹤0.01%
+25,800
2939
$562K ﹤0.01%
21,676
+128
2940
$559K ﹤0.01%
24,303
-1,100
2941
$555K ﹤0.01%
55,437
+6,357
2942
$554K ﹤0.01%
156,087
+20,442
2943
$552K ﹤0.01%
+4,706
2944
$551K ﹤0.01%
17,976
-119
2945
$551K ﹤0.01%
+4,691
2946
$549K ﹤0.01%
27,077
+6,152
2947
$547K ﹤0.01%
43,551
+10,439
2948
$547K ﹤0.01%
114,001
-140,967
2949
$544K ﹤0.01%
3,680
+496
2950
$541K ﹤0.01%
35,918
-3,600