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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$483K ﹤0.01%
+8,054
3002
$482K ﹤0.01%
19,305
+1,375
3003
$481K ﹤0.01%
6,619
+1,171
3004
$481K ﹤0.01%
18,234
+8,432
3005
$479K ﹤0.01%
14,444
-313
3006
$478K ﹤0.01%
17,936
+2,375
3007
$477K ﹤0.01%
11,558
+252
3008
$476K ﹤0.01%
26,650
-11,246
3009
$476K ﹤0.01%
18,355
+7,102
3010
$474K ﹤0.01%
27,015
-5,980
3011
$473K ﹤0.01%
58,381
-617
3012
$471K ﹤0.01%
18,233
+616
3013
$463K ﹤0.01%
+21,034
3014
$457K ﹤0.01%
15,954
+1,176
3015
$454K ﹤0.01%
15,490
+5,755
3016
$447K ﹤0.01%
33,625
+22,244
3017
$444K ﹤0.01%
5,142
-1,973
3018
$442K ﹤0.01%
20,651
+1,551
3019
$442K ﹤0.01%
7,950
+46
3020
$442K ﹤0.01%
16,941
-306
3021
$439K ﹤0.01%
11,912
+646
3022
$436K ﹤0.01%
24,828
-70,758
3023
$435K ﹤0.01%
17,929
-21,967
3024
$435K ﹤0.01%
17,383
+1,203
3025
$431K ﹤0.01%
43,086
+2,181