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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$1.07M ﹤0.01%
60,058
+6,797
3077
$1.07M ﹤0.01%
43,222
-75,316
3078
$1.07M ﹤0.01%
95,751
+885
3079
$1.07M ﹤0.01%
51,458
-216,230
3080
$1.07M ﹤0.01%
91,583
+11,520
3081
$1.06M ﹤0.01%
91,300
+57,900
3082
$1.06M ﹤0.01%
43,200
+10,607
3083
$1.06M ﹤0.01%
12,172
+1,497
3084
$1.06M ﹤0.01%
76,739
-24,721
3085
$1.05M ﹤0.01%
23,925
-9,577
3086
$1.05M ﹤0.01%
170,553
-45,194
3087
$1.04M ﹤0.01%
64,117
+1,189
3088
$1.04M ﹤0.01%
24,753
+6,036
3089
$1.04M ﹤0.01%
+21,270
3090
$1.03M ﹤0.01%
51,525
3091
$1.03M ﹤0.01%
20,689
+2,621
3092
$1.03M ﹤0.01%
55,289
-9,218
3093
$1.02M ﹤0.01%
129,252
-33,338
3094
$1.02M ﹤0.01%
36,019
-5,584
3095
$1.01M ﹤0.01%
279,600
+15,699
3096
$1.01M ﹤0.01%
5,330
-130,790
3097
$1.01M ﹤0.01%
15,929
-2,027
3098
$1M ﹤0.01%
24,967
+5,205
3099
$1M ﹤0.01%
11,892
+3,000
3100
$1M ﹤0.01%
29,012
+2,620