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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$472K ﹤0.01%
9,960
+655
3102
$471K ﹤0.01%
28,188
+10,892
3103
$468K ﹤0.01%
71,800
+15,094
3104
$463K ﹤0.01%
20,840
-20,040
3105
$460K ﹤0.01%
37,260
-280
3106
$460K ﹤0.01%
16,175
-14,889
3107
$456K ﹤0.01%
13,818
-1,211
3108
$456K ﹤0.01%
+32,064
3109
$454K ﹤0.01%
240,238
-49,361
3110
$453K ﹤0.01%
712
-824
3111
$453K ﹤0.01%
19,170
+3,800
3112
$450K ﹤0.01%
10,328
-1,036
3113
$449K ﹤0.01%
7,795
+1,804
3114
$448K ﹤0.01%
69,920
-5,743
3115
$445K ﹤0.01%
30,261
-616
3116
$444K ﹤0.01%
22,381
-29,626
3117
$444K ﹤0.01%
16,771
-4,595
3118
$444K ﹤0.01%
+24,986
3119
$443K ﹤0.01%
36,601
+1,453
3120
$443K ﹤0.01%
5,515
+723
3121
$442K ﹤0.01%
104,025
-28,432
3122
$440K ﹤0.01%
81,286
3123
$438K ﹤0.01%
974,180
-36,094
3124
$438K ﹤0.01%
8,823
-191,177
3125
$437K ﹤0.01%
53,960
-5,149