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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.4%
2 Financials 12.97%
3 Healthcare 11.29%
4 Consumer Discretionary 8.44%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$754K ﹤0.01%
50,474
+1,481
3102
$754K ﹤0.01%
+28,300
3103
$753K ﹤0.01%
+46,492
3104
$753K ﹤0.01%
27,546
-27,107
3105
$753K ﹤0.01%
382,324
-4,811
3106
$751K ﹤0.01%
68,970
-280
3107
$748K ﹤0.01%
55,270
+24,220
3108
$747K ﹤0.01%
45,751
+7,950
3109
$741K ﹤0.01%
22,528
+112
3110
$740K ﹤0.01%
11,572
-10,483
3111
$740K ﹤0.01%
10,319
+2,177
3112
$739K ﹤0.01%
51,709
-470
3113
$737K ﹤0.01%
+15,200
3114
$737K ﹤0.01%
62,040
-7,507
3115
$737K ﹤0.01%
36,616
+176
3116
$735K ﹤0.01%
5,696
-356
3117
$732K ﹤0.01%
58,544
+10,405
3118
$731K ﹤0.01%
13,442
+671
3119
$727K ﹤0.01%
55,076
+6,149
3120
$725K ﹤0.01%
51,914
+3,153
3121
$724K ﹤0.01%
8,530
-4,394
3122
$722K ﹤0.01%
21,700
-200
3123
$721K ﹤0.01%
48,313
-211,076
3124
$720K ﹤0.01%
17,647
-1,236
3125
$719K ﹤0.01%
34,813
+3,900