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
3051
$1.05M ﹤0.01%
192,390
-24,722
3052
$1.05M ﹤0.01%
33,355
+16,602
3053
$1.05M ﹤0.01%
4,919
+235
3054
$1.05M ﹤0.01%
87,057
-776
3055
$1.05M ﹤0.01%
27,344
-4,131
3056
$1.05M ﹤0.01%
287,016
-3,188
3057
$1.05M ﹤0.01%
50,421
-448
3058
$1.04M ﹤0.01%
20,638
+15,191
3059
$1.04M ﹤0.01%
122,643
-5,590
3060
$1.04M ﹤0.01%
137,724
-1,198
3061
$1.04M ﹤0.01%
45,531
-8,525
3062
$1.04M ﹤0.01%
48,489
-930
3063
$1.03M ﹤0.01%
61,650
-58,812
3064
$1.03M ﹤0.01%
139,547
-1,240
3065
$1.03M ﹤0.01%
32,652
-4,222
3066
$1.03M ﹤0.01%
61,974
-553
3067
$1.02M ﹤0.01%
29,353
+9,485
3068
$1.02M ﹤0.01%
35,376
-2,986
3069
$1.02M ﹤0.01%
40,939
+21,516
3070
$1.02M ﹤0.01%
37,850
-409,667
3071
$1.02M ﹤0.01%
6,547
+79
3072
$1.02M ﹤0.01%
17,400
-376
3073
$1.02M ﹤0.01%
56,200
-52,000
3074
$1.01M ﹤0.01%
92,357
+80,602
3075
$1.01M ﹤0.01%
26,878
-2,969