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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$1.09M ﹤0.01%
90,387
+33,770
3052
$1.09M ﹤0.01%
26,272
-1,991
3053
$1.09M ﹤0.01%
61,003
+16,866
3054
$1.09M ﹤0.01%
487,378
-122
3055
$1.09M ﹤0.01%
141,307
-12,969
3056
$1.08M ﹤0.01%
161,243
+38,048
3057
$1.08M ﹤0.01%
99,792
-36,712
3058
$1.08M ﹤0.01%
68,693
+4,453
3059
$1.08M ﹤0.01%
50,277
+4,029
3060
$1.08M ﹤0.01%
103,941
-4,255
3061
$1.07M ﹤0.01%
78,784
+6,064
3062
$1.07M ﹤0.01%
34,730
-80
3063
$1.07M ﹤0.01%
83,667
-3,730
3064
$1.07M ﹤0.01%
26,706
-393
3065
$1.07M ﹤0.01%
24,472
-660
3066
$1.06M ﹤0.01%
70,952
-2,009
3067
$1.06M ﹤0.01%
4,900
-1,300
3068
$1.06M ﹤0.01%
+73,824
3069
$1.05M ﹤0.01%
7,046
-7,712
3070
$1.05M ﹤0.01%
52,662
-38,774
3071
$1.05M ﹤0.01%
40,198
-14,181
3072
$1.04M ﹤0.01%
58,566
-3,068
3073
$1.04M ﹤0.01%
91,703
+5,500
3074
$1.04M ﹤0.01%
52,037
+13,725
3075
$1.04M ﹤0.01%
48,023
+338