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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$1.25M ﹤0.01%
121,685
+48,184
2977
$1.25M ﹤0.01%
+242,630
2978
$1.25M ﹤0.01%
136,259
-37,717
2979
$1.24M ﹤0.01%
80,463
+4,353
2980
$1.23M ﹤0.01%
392,789
-39,755
2981
$1.23M ﹤0.01%
23,742
-73,403
2982
$1.23M ﹤0.01%
22,497
+3,691
2983
$1.22M ﹤0.01%
75,720
+8,994
2984
$1.22M ﹤0.01%
177,878
+28,823
2985
$1.21M ﹤0.01%
+25,571
2986
$1.21M ﹤0.01%
44,709
+5,832
2987
$1.21M ﹤0.01%
65,678
-617
2988
$1.21M ﹤0.01%
126,507
+24,932
2989
$1.21M ﹤0.01%
2,622
2990
$1.21M ﹤0.01%
86,109
+1,069
2991
$1.21M ﹤0.01%
46,908
-11,431
2992
$1.2M ﹤0.01%
90,399
-20,016
2993
$1.2M ﹤0.01%
41,763
-4,018
2994
$1.19M ﹤0.01%
49,712
2995
$1.19M ﹤0.01%
45,668
+864
2996
$1.19M ﹤0.01%
52,652
-16,211
2997
$1.19M ﹤0.01%
226,138
+49,302
2998
$1.18M ﹤0.01%
81,940
-87,583
2999
$1.17M ﹤0.01%
151,600
+21,800
3000
$1.17M ﹤0.01%
47,074
-629,132