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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$1.14M ﹤0.01%
279,555
-3,248
3002
$1.14M ﹤0.01%
35,527
-325
3003
$1.14M ﹤0.01%
162,224
-469
3004
$1.14M ﹤0.01%
40,339
-20,860
3005
$1.13M ﹤0.01%
82,433
-52,741
3006
$1.13M ﹤0.01%
16,069
-3,102
3007
$1.13M ﹤0.01%
123,515
-12,457
3008
$1.13M ﹤0.01%
34,733
+11,994
3009
$1.13M ﹤0.01%
67,080
-6,594
3010
$1.13M ﹤0.01%
100,017
+3,612
3011
$1.12M ﹤0.01%
27,682
+9,807
3012
$1.12M ﹤0.01%
16,369
+6,175
3013
$1.12M ﹤0.01%
30,417
-27,260
3014
$1.12M ﹤0.01%
62,948
+7,914
3015
$1.12M ﹤0.01%
106,306
-7,850
3016
$1.12M ﹤0.01%
37,840
-448
3017
$1.11M ﹤0.01%
24,589
-357
3018
$1.11M ﹤0.01%
99,167
-11,832
3019
$1.1M ﹤0.01%
543,216
-7,217
3020
$1.1M ﹤0.01%
57,170
+4,855
3021
$1.1M ﹤0.01%
158,200
-5
3022
$1.09M ﹤0.01%
119,912
+46,525
3023
$1.09M ﹤0.01%
+39,614
3024
$1.09M ﹤0.01%
21,455
-33,580
3025
$1.08M ﹤0.01%
45,222
-12,847