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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.39M ﹤0.01%
211,543
+16,737
2952
$1.38M ﹤0.01%
72,722
-176,454
2953
$1.38M ﹤0.01%
29,416
-13,284
2954
$1.38M ﹤0.01%
88,572
+2,293
2955
$1.38M ﹤0.01%
28,885
+1,275
2956
$1.38M ﹤0.01%
109,875
+79,473
2957
$1.37M ﹤0.01%
16,402
+929
2958
$1.37M ﹤0.01%
53,548
+17,422
2959
$1.37M ﹤0.01%
55,262
-488
2960
$1.37M ﹤0.01%
65,583
+13,890
2961
$1.36M ﹤0.01%
104,195
+727
2962
$1.36M ﹤0.01%
9,623
-43,951
2963
$1.36M ﹤0.01%
148,529
+573
2964
$1.36M ﹤0.01%
43,175
+3,584
2965
$1.36M ﹤0.01%
28,101
-2,565
2966
$1.35M ﹤0.01%
6,464
-11,346
2967
$1.35M ﹤0.01%
276,728
+149,933
2968
$1.35M ﹤0.01%
42,490
+2,941
2969
$1.34M ﹤0.01%
28,608
+2,326
2970
$1.33M ﹤0.01%
46,916
-3,078
2971
$1.33M ﹤0.01%
45,369
+3,014
2972
$1.33M ﹤0.01%
14,695
-10,365
2973
$1.32M ﹤0.01%
124,600
-9,499
2974
$1.32M ﹤0.01%
25,466
+7,828
2975
$1.32M ﹤0.01%
52,425
+8,739