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
3026
$431K ﹤0.01%
37,479
+3,562
3027
$429K ﹤0.01%
17,820
-5,242
3028
$429K ﹤0.01%
+15,567
3029
$423K ﹤0.01%
13,290
+510
3030
$423K ﹤0.01%
35,739
-1,328
3031
$422K ﹤0.01%
11,269
+619
3032
$420K ﹤0.01%
4,587
+511
3033
$418K ﹤0.01%
18,084
3034
$417K ﹤0.01%
12,093
+1,989
3035
$417K ﹤0.01%
363,008
+16,595
3036
$416K ﹤0.01%
+16,739
3037
$416K ﹤0.01%
16,496
+4,364
3038
$416K ﹤0.01%
20,162
-8,481
3039
$416K ﹤0.01%
35,213
+1,976
3040
$413K ﹤0.01%
72,914
-4,382
3041
$411K ﹤0.01%
+27,070
3042
$410K ﹤0.01%
25,758
+813
3043
$405K ﹤0.01%
+29,292
3044
$399K ﹤0.01%
10,506
+293
3045
$399K ﹤0.01%
+15,786
3046
$398K ﹤0.01%
93,138
+15,800
3047
$392K ﹤0.01%
85,170
-125,096
3048
$392K ﹤0.01%
15,826
-5,039
3049
$391K ﹤0.01%
24,612
+7,100
3050
$387K ﹤0.01%
7,862
+3,261