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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$766K ﹤0.01%
70,800
3002
$766K ﹤0.01%
38,731
+220
3003
$762K ﹤0.01%
69,584
+236
3004
$760K ﹤0.01%
20,239
-2,369
3005
$760K ﹤0.01%
48,579
-6,793
3006
$757K ﹤0.01%
120,054
-12,753
3007
$757K ﹤0.01%
51,917
-28,785
3008
$757K ﹤0.01%
22,488
+702
3009
$757K ﹤0.01%
+29,620
3010
$753K ﹤0.01%
12,576
+817
3011
$752K ﹤0.01%
34,170
+2,180
3012
$751K ﹤0.01%
11,613
-1,580
3013
$751K ﹤0.01%
49,950
+1,595
3014
$749K ﹤0.01%
30,090
-430
3015
$748K ﹤0.01%
22,773
+42
3016
$746K ﹤0.01%
29,573
+1,100
3017
$745K ﹤0.01%
37,633
+9,043
3018
$745K ﹤0.01%
28,987
+5,103
3019
$741K ﹤0.01%
65,603
-18,551
3020
$737K ﹤0.01%
42,820
-1,855
3021
$732K ﹤0.01%
25,087
+4,603
3022
$730K ﹤0.01%
38,636
-1,556
3023
$728K ﹤0.01%
82,965
-1,366,176
3024
$726K ﹤0.01%
60,727
+79
3025
$725K ﹤0.01%
8,530
+1,357