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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$1.73M ﹤0.01%
+51,325
2927
$1.73M ﹤0.01%
64,948
+3,318
2928
$1.71M ﹤0.01%
185,686
-66,868
2929
$1.71M ﹤0.01%
69,281
-9,219
2930
$1.71M ﹤0.01%
57,630
+13,689
2931
$1.7M ﹤0.01%
22,472
+7,391
2932
$1.7M ﹤0.01%
144,115
+8,594
2933
$1.7M ﹤0.01%
29,727
-1,790
2934
$1.7M ﹤0.01%
60,372
-4,029
2935
$1.69M ﹤0.01%
94,135
+50,406
2936
$1.69M ﹤0.01%
157,118
+3,710
2937
$1.69M ﹤0.01%
120,007
+2,017
2938
$1.68M ﹤0.01%
197,435
-9,372
2939
$1.68M ﹤0.01%
44,981
+4,728
2940
$1.66M ﹤0.01%
148,746
-2,692
2941
$1.66M ﹤0.01%
244,242
+2,419
2942
$1.65M ﹤0.01%
97,581
+596
2943
$1.65M ﹤0.01%
9,985
-7,434
2944
$1.65M ﹤0.01%
270,842
+30,005
2945
$1.64M ﹤0.01%
57,615
-9,054
2946
$1.64M ﹤0.01%
115,313
-9,964
2947
$1.64M ﹤0.01%
238,237
+127,474
2948
$1.63M ﹤0.01%
223,633
-7,492
2949
$1.63M ﹤0.01%
+93,322
2950
$1.63M ﹤0.01%
14,436
-201,964