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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$679K ﹤0.01%
14,176
-267
3027
$674K ﹤0.01%
45,652
-10,698
3028
$673K ﹤0.01%
20,161
-10,083
3029
$673K ﹤0.01%
32,352
+13,588
3030
$671K ﹤0.01%
2,203
-12
3031
$668K ﹤0.01%
27,467
-9,683
3032
$667K ﹤0.01%
37,764
+8,996
3033
$663K ﹤0.01%
57,597
-26,469
3034
$663K ﹤0.01%
5,528
-51,119
3035
$655K ﹤0.01%
32,169
+10,574
3036
$654K ﹤0.01%
39,599
-6,398
3037
$654K ﹤0.01%
57,002
+172
3038
$654K ﹤0.01%
+34,122
3039
$653K ﹤0.01%
12,533
+11,333
3040
$652K ﹤0.01%
20,201
+1,785
3041
$651K ﹤0.01%
103,689
+9,004
3042
$649K ﹤0.01%
224,473
+43,555
3043
$648K ﹤0.01%
22,673
-25,827
3044
$643K ﹤0.01%
55,787
+6,064
3045
$643K ﹤0.01%
37,736
-10,860
3046
$642K ﹤0.01%
57,661
+29,122
3047
$641K ﹤0.01%
22,729
-623
3048
$641K ﹤0.01%
31,381
+5,582
3049
$640K ﹤0.01%
17,625
+100
3050
$640K ﹤0.01%
+32,798