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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$948K ﹤0.01%
18,796
-8,145
2977
$948K ﹤0.01%
27,080
-16,060
2978
$948K ﹤0.01%
10,996
+4,560
2979
$948K ﹤0.01%
25,577
-2,278
2980
$944K ﹤0.01%
118,300
2981
$941K ﹤0.01%
33,599
-24,642
2982
$938K ﹤0.01%
+65,012
2983
$936K ﹤0.01%
38,095
-5,096
2984
$932K ﹤0.01%
33,650
+16,410
2985
$931K ﹤0.01%
18,273
+8,443
2986
$931K ﹤0.01%
65,309
-10,539
2987
$926K ﹤0.01%
18,819
+799
2988
$926K ﹤0.01%
45,835
-733
2989
$918K ﹤0.01%
57,973
-3,243
2990
$913K ﹤0.01%
45,919
-1,965
2991
$911K ﹤0.01%
17,480
-3,070
2992
$907K ﹤0.01%
11,409
-582
2993
$906K ﹤0.01%
17,309
+4,967
2994
$905K ﹤0.01%
47,356
+742
2995
$903K ﹤0.01%
195,534
+136,272
2996
$900K ﹤0.01%
71,462
+2,921
2997
$896K ﹤0.01%
+36,969
2998
$895K ﹤0.01%
+41,867
2999
$894K ﹤0.01%
8,146
-60
3000
$894K ﹤0.01%
175,851
+80,108