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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$545K ﹤0.01%
39,874
-7,780
2952
$544K ﹤0.01%
16,326
+290
2953
$543K ﹤0.01%
11,545
+3,424
2954
$539K ﹤0.01%
178,239
+6,360
2955
$538K ﹤0.01%
+30,370
2956
$537K ﹤0.01%
10,508
+830
2957
$533K ﹤0.01%
74,209
-9,063
2958
$533K ﹤0.01%
+18,426
2959
$533K ﹤0.01%
20,092
+8,970
2960
$532K ﹤0.01%
28,662
+11,594
2961
$532K ﹤0.01%
9,899
+1,857
2962
$529K ﹤0.01%
+28,418
2963
$527K ﹤0.01%
18,156
-525,081
2964
$526K ﹤0.01%
20,552
-35,120
2965
$525K ﹤0.01%
50,802
-3,930
2966
$525K ﹤0.01%
13,534
+2,524
2967
$524K ﹤0.01%
97,854
+9,896
2968
$523K ﹤0.01%
21,060
+9,425
2969
$522K ﹤0.01%
36,710
+3,132
2970
$521K ﹤0.01%
3,558
-2,381
2971
$519K ﹤0.01%
20,490
+9,465
2972
$518K ﹤0.01%
9,540
-1,596
2973
$518K ﹤0.01%
+10,748
2974
$518K ﹤0.01%
37,694
+958
2975
$518K ﹤0.01%
23,210
-8,880