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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$947K ﹤0.01%
9,791
+1,702
3027
$946K ﹤0.01%
42,597
-4,483
3028
$944K ﹤0.01%
82,219
+58,210
3029
$943K ﹤0.01%
30,050
-13
3030
$942K ﹤0.01%
20,522
+1,859
3031
$938K ﹤0.01%
62,974
-1,648
3032
$929K ﹤0.01%
37,168
+5,831
3033
$927K ﹤0.01%
41,769
+18,487
3034
$921K ﹤0.01%
38,749
+5,357
3035
$920K ﹤0.01%
98,966
+19,563
3036
$918K ﹤0.01%
13,999
-2,196
3037
$910K ﹤0.01%
45,997
-9,510
3038
$908K ﹤0.01%
43,461
+28,772
3039
$904K ﹤0.01%
45,102
-32,913
3040
$896K ﹤0.01%
32,112
+1,327
3041
$889K ﹤0.01%
60,832
-315
3042
$887K ﹤0.01%
+16,108
3043
$883K ﹤0.01%
82,024
+5,826
3044
$879K ﹤0.01%
12,466
-36,641
3045
$875K ﹤0.01%
18,214
+5,136
3046
$871K ﹤0.01%
36,775
-16,096
3047
$870K ﹤0.01%
32,278
+2,715
3048
$867K ﹤0.01%
24,634
+9,384
3049
$867K ﹤0.01%
11,422
+72
3050
$864K ﹤0.01%
133,916
+16,964