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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$762K ﹤0.01%
40,785
+10,827
2977
$758K ﹤0.01%
12,870
-83,325
2978
$757K ﹤0.01%
47,925
+5,998
2979
$746K ﹤0.01%
11,701
+279
2980
$744K ﹤0.01%
57,252
-363
2981
$743K ﹤0.01%
56,735
+31,699
2982
$742K ﹤0.01%
6,705
-814
2983
$742K ﹤0.01%
16,898
-4,218
2984
$741K ﹤0.01%
36,083
-2,666
2985
$741K ﹤0.01%
36,265
-13,057
2986
$739K ﹤0.01%
38,772
+3,248
2987
$738K ﹤0.01%
56,989
+12,811
2988
$738K ﹤0.01%
45,716
+17,373
2989
$737K ﹤0.01%
28,462
-253,830
2990
$734K ﹤0.01%
+25,528
2991
$733K ﹤0.01%
14,593
-5,271
2992
$731K ﹤0.01%
57,598
+6,432
2993
$730K ﹤0.01%
88,354
-10,612
2994
$730K ﹤0.01%
28,772
+2,758
2995
$729K ﹤0.01%
16,582
-28,632
2996
$728K ﹤0.01%
25,792
+1,215
2997
$727K ﹤0.01%
39,134
-16,169
2998
$726K ﹤0.01%
169,294
-61,037
2999
$726K ﹤0.01%
36,208
-960
3000
$725K ﹤0.01%
108,401
-18,902