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
3026
$563K ﹤0.01%
+24,757
3027
$561K ﹤0.01%
22,106
-1,104
3028
$559K ﹤0.01%
+5,652
3029
$558K ﹤0.01%
21,562
-200
3030
$554K ﹤0.01%
26,220
+1,738
3031
$554K ﹤0.01%
126,797
+490
3032
$553K ﹤0.01%
103,373
+5,519
3033
$553K ﹤0.01%
24,335
-795
3034
$552K ﹤0.01%
+25,746
3035
$549K ﹤0.01%
110,501
+26,838
3036
$549K ﹤0.01%
13,831
+1,074
3037
$548K ﹤0.01%
21,233
-3,768
3038
$548K ﹤0.01%
24,140
+2,010
3039
$547K ﹤0.01%
28,440
+10,164
3040
$545K ﹤0.01%
39,002
+14,390
3041
$544K ﹤0.01%
15,826
-128
3042
$544K ﹤0.01%
19,988
+6,376
3043
$542K ﹤0.01%
20,387
+4,561
3044
$541K ﹤0.01%
73,084
+170
3045
$539K ﹤0.01%
63,205
+369
3046
$537K ﹤0.01%
17,397
+619
3047
$537K ﹤0.01%
+20,560
3048
$536K ﹤0.01%
+29,752
3049
$532K ﹤0.01%
+26,619
3050
$532K ﹤0.01%
22,395
-3,051