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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$611K ﹤0.01%
6,721
+483
3002
$611K ﹤0.01%
+33,372
3003
$607K ﹤0.01%
38,583
+219
3004
$605K ﹤0.01%
16,399
-17,696
3005
$602K ﹤0.01%
24,937
+9,151
3006
$600K ﹤0.01%
+12,113
3007
$595K ﹤0.01%
11,798
+4,592
3008
$594K ﹤0.01%
21,605
-373
3009
$594K ﹤0.01%
13,311
-32,542
3010
$593K ﹤0.01%
10,584
+1,044
3011
$593K ﹤0.01%
15,734
-15,620
3012
$593K ﹤0.01%
21,192
+1,772
3013
$591K ﹤0.01%
25,722
-4,021
3014
$589K ﹤0.01%
40,558
-3,046
3015
$588K ﹤0.01%
8,039
+1,420
3016
$587K ﹤0.01%
34,495
+2,360
3017
$584K ﹤0.01%
4,395
-24,197
3018
$581K ﹤0.01%
21,594
+3,438
3019
$580K ﹤0.01%
+2,664
3020
$576K ﹤0.01%
75,419
-19,225
3021
$575K ﹤0.01%
30,400
+320
3022
$571K ﹤0.01%
16,614
-70
3023
$569K ﹤0.01%
+29,410
3024
$569K ﹤0.01%
11,339
-215
3025
$564K ﹤0.01%
67,547
+22,558