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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$836K ﹤0.01%
10,606
+1,972
2977
$833K ﹤0.01%
37,460
+924
2978
$828K ﹤0.01%
4,618
+410
2979
$823K ﹤0.01%
139,548
+4,790
2980
$819K ﹤0.01%
12,547
+1,767
2981
$816K ﹤0.01%
26,940
-91,029
2982
$807K ﹤0.01%
12,976
-8,582
2983
$805K ﹤0.01%
17,088
-463
2984
$804K ﹤0.01%
25,072
2985
$803K ﹤0.01%
+61,559
2986
$797K ﹤0.01%
58,305
+5,656
2987
$797K ﹤0.01%
60,497
-13,720
2988
$797K ﹤0.01%
12,538
-261
2989
$796K ﹤0.01%
150,879
+113,275
2990
$795K ﹤0.01%
44,776
+4,035
2991
$794K ﹤0.01%
24,198
-22,077
2992
$794K ﹤0.01%
26,170
+170
2993
$789K ﹤0.01%
21,642
-8,543
2994
$786K ﹤0.01%
6,988
+1,396
2995
$785K ﹤0.01%
48,702
+1,291
2996
$778K ﹤0.01%
36,985
-3,146
2997
$775K ﹤0.01%
144,100
+87,112
2998
$774K ﹤0.01%
25,100
-712
2999
$772K ﹤0.01%
9,257
-1,941
3000
$770K ﹤0.01%
+15,637