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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$162M 0.07%
3,718,071
-136,878
277
$162M 0.07%
4,974,453
-122,375
278
$162M 0.07%
3,180,207
+644,082
279
$161M 0.07%
6,579,677
+322,598
280
$161M 0.07%
3,499,503
+1,252,533
281
$161M 0.07%
7,618,915
+6,105,202
282
$159M 0.07%
1,226,566
-11,742
283
$158M 0.07%
2,655,468
+384,754
284
$158M 0.07%
3,322,642
-841,906
285
$158M 0.07%
5,831,379
-474,001
286
$156M 0.07%
2,890,488
+1,085,609
287
$156M 0.07%
668,405
+380,870
288
$155M 0.07%
2,827,809
+277,377
289
$155M 0.07%
3,127,707
+457,089
290
$154M 0.07%
1,412,051
-26,529
291
$154M 0.07%
6,933,078
+470,449
292
$154M 0.07%
1,174,641
-447
293
$154M 0.07%
1,014,121
+36,456
294
$153M 0.07%
6,798,165
+442,000
295
$153M 0.07%
938,569
+25,855
296
$152M 0.07%
3,221,093
+28,501
297
$152M 0.07%
684,859
+100,898
298
$152M 0.07%
1,248,400
+878,738
299
$151M 0.07%
2,435,015
+1,833,718
300
$149M 0.07%
5,315,497
-899,104