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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$1.29M ﹤0.01%
36,070
+25,871
3077
$1.29M ﹤0.01%
76,327
+4,169
3078
$1.28M ﹤0.01%
79,375
-889
3079
$1.28M ﹤0.01%
96,477
+23,284
3080
$1.28M ﹤0.01%
161,313
+5,477
3081
$1.27M ﹤0.01%
+106,781
3082
$1.27M ﹤0.01%
72,555
-8,909
3083
$1.26M ﹤0.01%
77,693
+57,168
3084
$1.26M ﹤0.01%
+77,764
3085
$1.26M ﹤0.01%
69,691
+7,369
3086
$1.25M ﹤0.01%
14,919
+224
3087
$1.25M ﹤0.01%
27,322
+5,598
3088
$1.25M ﹤0.01%
27,176
+2,648
3089
$1.25M ﹤0.01%
+82,289
3090
$1.25M ﹤0.01%
39,994
3091
$1.25M ﹤0.01%
22,633
+1,791
3092
$1.24M ﹤0.01%
18,345
+1,180
3093
$1.24M ﹤0.01%
48,885
+20,521
3094
$1.23M ﹤0.01%
65,756
+42,546
3095
$1.23M ﹤0.01%
48,636
-1,107
3096
$1.23M ﹤0.01%
57,608
+134
3097
$1.23M ﹤0.01%
90,313
3098
$1.22M ﹤0.01%
53,912
+1,749
3099
$1.22M ﹤0.01%
47,295
-3,691
3100
$1.22M ﹤0.01%
48,910
+437