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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$1.11M ﹤0.01%
46,006
-436,279
3027
$1.1M ﹤0.01%
51,151
-306
3028
$1.1M ﹤0.01%
177,256
+23,219
3029
$1.1M ﹤0.01%
23,108
+1,281
3030
$1.1M ﹤0.01%
213,799
-8,848
3031
$1.09M ﹤0.01%
124,584
+5,739
3032
$1.09M ﹤0.01%
587,938
-4,570
3033
$1.09M ﹤0.01%
50,808
-16,026
3034
$1.09M ﹤0.01%
10,745
-5,487
3035
$1.08M ﹤0.01%
48,159
-82,821
3036
$1.08M ﹤0.01%
33,606
+5,961
3037
$1.08M ﹤0.01%
70,282
+10,390
3038
$1.08M ﹤0.01%
39,700
+17,000
3039
$1.08M ﹤0.01%
21,961
3040
$1.07M ﹤0.01%
127,853
-1,137
3041
$1.07M ﹤0.01%
16,484
-54
3042
$1.07M ﹤0.01%
13,687
3043
$1.07M ﹤0.01%
29,365
+148
3044
$1.07M ﹤0.01%
20,568
-415
3045
$1.06M ﹤0.01%
51,800
3046
$1.06M ﹤0.01%
23,245
-245
3047
$1.06M ﹤0.01%
45,864
+25,888
3048
$1.06M ﹤0.01%
332,768
-89,539
3049
$1.06M ﹤0.01%
102,973
+74,651
3050
$1.06M ﹤0.01%
62,131
+4,542