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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$552K ﹤0.01%
29,972
+982
3027
$552K ﹤0.01%
32,997
-400,593
3028
$552K ﹤0.01%
4,359
+2,079
3029
$551K ﹤0.01%
20,177
-19,450
3030
$549K ﹤0.01%
35,920
-15,425
3031
$548K ﹤0.01%
30,781
-2,527
3032
$546K ﹤0.01%
17,387
+724
3033
$546K ﹤0.01%
10,789
-3,317
3034
$545K ﹤0.01%
27,600
+1,745
3035
$544K ﹤0.01%
+50,606
3036
$543K ﹤0.01%
40,524
-12,255
3037
$543K ﹤0.01%
12,149
-560
3038
$543K ﹤0.01%
88,010
-464
3039
$543K ﹤0.01%
49,474
+22,982
3040
$542K ﹤0.01%
29,123
-4,884
3041
$539K ﹤0.01%
20,907
-23,795
3042
$538K ﹤0.01%
27,867
-1,418
3043
$536K ﹤0.01%
129,860
+49,375
3044
$535K ﹤0.01%
62,809
-3,045
3045
$535K ﹤0.01%
10,045
-1,202
3046
$531K ﹤0.01%
5,234
3047
$531K ﹤0.01%
123,400
+24,400
3048
$529K ﹤0.01%
11,356
-14,782
3049
$528K ﹤0.01%
24,413
-6,970
3050
$527K ﹤0.01%
20,889
+5,180