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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$1.19M ﹤0.01%
45,608
+899
3052
$1.19M ﹤0.01%
132,333
+42,918
3053
$1.18M ﹤0.01%
26,722
-7,216
3054
$1.18M ﹤0.01%
81,686
-10,671
3055
$1.18M ﹤0.01%
5,079
+16
3056
$1.17M ﹤0.01%
179,604
-27,323
3057
$1.17M ﹤0.01%
111,139
-13,317
3058
$1.17M ﹤0.01%
59,151
-7,434
3059
$1.16M ﹤0.01%
81,493
+1,030
3060
$1.16M ﹤0.01%
107,779
-1,150
3061
$1.15M ﹤0.01%
+71,427
3062
$1.15M ﹤0.01%
10,842
+97
3063
$1.15M ﹤0.01%
45,384
-59,454
3064
$1.15M ﹤0.01%
61,912
+12,142
3065
$1.14M ﹤0.01%
110,712
+50,394
3066
$1.14M ﹤0.01%
52,469
-1,011
3067
$1.14M ﹤0.01%
122,709
+105,129
3068
$1.13M ﹤0.01%
30,853
-113,021
3069
$1.13M ﹤0.01%
83,382
-11,515
3070
$1.12M ﹤0.01%
128,538
+3,954
3071
$1.12M ﹤0.01%
70,158
-124
3072
$1.11M ﹤0.01%
8,701
-239
3073
$1.11M ﹤0.01%
22,740
-368
3074
$1.1M ﹤0.01%
80,807
-39,344
3075
$1.1M ﹤0.01%
75,391
-6,549