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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$363M
3 +$335M
4
NXPI icon
NXP Semiconductors
NXPI
+$320M
5
ICE icon
Intercontinental Exchange
ICE
+$288M

Top Sells

1 +$743M
2 +$715M
3 +$648M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$475M

Sector Composition

1 Technology 18.65%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$716K ﹤0.01%
+23,182
3102
$716K ﹤0.01%
+197,736
3103
$715K ﹤0.01%
104,542
+853
3104
$713K ﹤0.01%
22,416
-313
3105
$713K ﹤0.01%
9,815
+2,738
3106
$713K ﹤0.01%
148,525
-1,469
3107
$710K ﹤0.01%
231,115
+116,339
3108
$709K ﹤0.01%
57,247
+245
3109
$704K ﹤0.01%
46,893
+1,241
3110
$703K ﹤0.01%
47,754
+7,429
3111
$702K ﹤0.01%
18,981
-1,180
3112
$700K ﹤0.01%
+69,250
3113
$699K ﹤0.01%
+72,768
3114
$693K ﹤0.01%
48,993
+4,345
3115
$692K ﹤0.01%
17,597
+7,908
3116
$691K ﹤0.01%
27,163
-1,609
3117
$688K ﹤0.01%
+18,032
3118
$687K ﹤0.01%
43,536
-1,007
3119
$685K ﹤0.01%
23,520
+980
3120
$685K ﹤0.01%
13,713
+683
3121
$684K ﹤0.01%
27,159
+12,700
3122
$682K ﹤0.01%
196,436
+139,457
3123
$680K ﹤0.01%
12,771
+2,668
3124
$678K ﹤0.01%
+43,791
3125
$676K ﹤0.01%
45,523
+24,498