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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$461K ﹤0.01%
87,495
-1,174
2977
$461K ﹤0.01%
38,505
-21,212
2978
$461K ﹤0.01%
30,684
-125,399
2979
$460K ﹤0.01%
15,329
-505
2980
$460K ﹤0.01%
+14,832
2981
$459K ﹤0.01%
6,775
-1,923
2982
$458K ﹤0.01%
22,122
-14,071
2983
$458K ﹤0.01%
+15,134
2984
$457K ﹤0.01%
31,506
-6,966
2985
$451K ﹤0.01%
26,088
+13,865
2986
$450K ﹤0.01%
24,383
+5,626
2987
$447K ﹤0.01%
20,832
-3,546
2988
$445K ﹤0.01%
17,272
+9,280
2989
$443K ﹤0.01%
75,847
-10,259
2990
$442K ﹤0.01%
8,784
-6,544
2991
$441K ﹤0.01%
18,334
-2,063
2992
$440K ﹤0.01%
26,186
+2,308
2993
$440K ﹤0.01%
22,378
-451
2994
$439K ﹤0.01%
11,654
-148,007
2995
$438K ﹤0.01%
13,376
-593
2996
$438K ﹤0.01%
6,601
+1,680
2997
$436K ﹤0.01%
36,313
-11,279
2998
$429K ﹤0.01%
19,449
-70,252
2999
$424K ﹤0.01%
9,769
-3,618
3000
$419K ﹤0.01%
7,801
+2,481