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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$640K ﹤0.01%
56,129
+3,724
3077
$638K ﹤0.01%
26,369
-7,904
3078
$635K ﹤0.01%
48,158
+1,043
3079
$634K ﹤0.01%
12,166
-590
3080
$632K ﹤0.01%
18,033
+2,496
3081
$630K ﹤0.01%
6,377
+194
3082
$629K ﹤0.01%
35,944
+25,933
3083
$629K ﹤0.01%
46,762
+2,120
3084
$625K ﹤0.01%
20,790
+1,226
3085
$625K ﹤0.01%
9,605
+158
3086
$618K ﹤0.01%
140,838
+11,899
3087
$609K ﹤0.01%
17,960
+9,586
3088
$603K ﹤0.01%
33,500
+700
3089
$602K ﹤0.01%
26,937
+3,705
3090
$601K ﹤0.01%
53,837
-1,219
3091
$600K ﹤0.01%
90
3092
$600K ﹤0.01%
8,639
-738
3093
$597K ﹤0.01%
5,301
3094
$594K ﹤0.01%
9,146
-954
3095
$594K ﹤0.01%
23,712
+12,066
3096
$593K ﹤0.01%
+29,248
3097
$591K ﹤0.01%
97,616
-5,668
3098
$589K ﹤0.01%
+37,387
3099
$586K ﹤0.01%
16,045
-3,522
3100
$585K ﹤0.01%
6,305
-740