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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$1.35M ﹤0.01%
58,474
+424
3052
$1.35M ﹤0.01%
89,810
+7,263
3053
$1.35M ﹤0.01%
45,514
-10,282
3054
$1.35M ﹤0.01%
90,561
+80,198
3055
$1.34M ﹤0.01%
87,464
-975,235
3056
$1.34M ﹤0.01%
66,352
-2,463
3057
$1.33M ﹤0.01%
41,069
-4,300
3058
$1.33M ﹤0.01%
78,300
-7,166
3059
$1.33M ﹤0.01%
282,080
+5,352
3060
$1.33M ﹤0.01%
28,491
-925
3061
$1.33M ﹤0.01%
15,758
+324
3062
$1.33M ﹤0.01%
+69,272
3063
$1.33M ﹤0.01%
114,458
-4,435
3064
$1.32M ﹤0.01%
291,785
-2,125
3065
$1.32M ﹤0.01%
68,760
+3,177
3066
$1.32M ﹤0.01%
118,008
-20,820
3067
$1.32M ﹤0.01%
+171,634
3068
$1.32M ﹤0.01%
37,280
-13,624
3069
$1.31M ﹤0.01%
64,169
+35,605
3070
$1.31M ﹤0.01%
186,646
+9,578
3071
$1.31M ﹤0.01%
+47,271
3072
$1.3M ﹤0.01%
+30,880
3073
$1.3M ﹤0.01%
5,246
-17
3074
$1.29M ﹤0.01%
21,245
-3,722
3075
$1.29M ﹤0.01%
+18,431