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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$728K ﹤0.01%
+37,684
2927
$727K ﹤0.01%
10,991
-167
2928
$724K ﹤0.01%
32,646
-155,004
2929
$722K ﹤0.01%
29,215
+12,476
2930
$722K ﹤0.01%
15,682
+2,228
2931
$721K ﹤0.01%
+24,995
2932
$719K ﹤0.01%
107,700
+10,013
2933
$719K ﹤0.01%
+45,350
2934
$718K ﹤0.01%
5,796
+186
2935
$716K ﹤0.01%
17,550
+4,016
2936
$713K ﹤0.01%
10,205
-1,553
2937
$713K ﹤0.01%
20,249
-111,223
2938
$711K ﹤0.01%
60,284
-196
2939
$708K ﹤0.01%
26,183
-467
2940
$704K ﹤0.01%
+15,589
2941
$704K ﹤0.01%
10,343
-646
2942
$703K ﹤0.01%
26,111
+287
2943
$702K ﹤0.01%
15,529
+4,781
2944
$701K ﹤0.01%
14,843
+981
2945
$700K ﹤0.01%
10,905
+87
2946
$700K ﹤0.01%
+15,479
2947
$698K ﹤0.01%
48,846
-17,861
2948
$693K ﹤0.01%
67,727
-8,112
2949
$687K ﹤0.01%
151,364
-760
2950
$687K ﹤0.01%
27,903
-3,376