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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$304K ﹤0.01%
2,787
+348
3102
$302K ﹤0.01%
21,902
+3,620
3103
$302K ﹤0.01%
76,385
-498,505
3104
$302K ﹤0.01%
39,102
+78
3105
$301K ﹤0.01%
10,189
-3,378
3106
$301K ﹤0.01%
2,983
+19
3107
$300K ﹤0.01%
8,903
-857
3108
$299K ﹤0.01%
3,793
-243
3109
$298K ﹤0.01%
126,037
-10,571
3110
$297K ﹤0.01%
10,294
+1,657
3111
$297K ﹤0.01%
13,586
+1,245
3112
$297K ﹤0.01%
7,929
-694
3113
$295K ﹤0.01%
31,384
+2,254
3114
$295K ﹤0.01%
11,057
+904
3115
$293K ﹤0.01%
7,128
+756
3116
$291K ﹤0.01%
+7,895
3117
$290K ﹤0.01%
11,325
-147
3118
$290K ﹤0.01%
21,848
-1,585,862
3119
$288K ﹤0.01%
12,390
-11,409
3120
$288K ﹤0.01%
25,968
+225
3121
$288K ﹤0.01%
+4,614
3122
$286K ﹤0.01%
2,036
+341
3123
$286K ﹤0.01%
14,690
-1,658
3124
$286K ﹤0.01%
10,940
-1,563
3125
$284K ﹤0.01%
21,581
+9,592