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
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$335M
3 +$278M
4
QCOM icon
Qualcomm
QCOM
+$236M
5
SO icon
Southern Company
SO
+$235M

Top Sells

1 +$466M
2 +$466M
3 +$436M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$415M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.57%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$979K ﹤0.01%
523,488
-19,728
3102
$976K ﹤0.01%
81,349
-4,157
3103
$970K ﹤0.01%
+168,714
3104
$969K ﹤0.01%
28,684
+1,103
3105
$968K ﹤0.01%
96,180
+53,007
3106
$966K ﹤0.01%
28,779
-914
3107
$964K ﹤0.01%
42,307
-52,404
3108
$952K ﹤0.01%
438,626
+40,542
3109
$950K ﹤0.01%
50,420
+23,639
3110
$950K ﹤0.01%
16,352
+4,705
3111
$949K ﹤0.01%
36,061
-3,487
3112
$943K ﹤0.01%
43,200
+25,156
3113
$942K ﹤0.01%
18,324
+6,700
3114
$939K ﹤0.01%
18,534
+2,828
3115
$936K ﹤0.01%
129,788
+23,504
3116
$936K ﹤0.01%
+53,805
3117
$932K ﹤0.01%
118,400
+31,400
3118
$932K ﹤0.01%
93,262
+76,518
3119
$929K ﹤0.01%
65,537
+4,267
3120
$928K ﹤0.01%
569,247
-820
3121
$927K ﹤0.01%
104,464
-20,900
3122
$925K ﹤0.01%
77,576
+5,313
3123
$925K ﹤0.01%
43,211
+3,597
3124
$923K ﹤0.01%
79,329
+13,279
3125
$922K ﹤0.01%
146,191
+120,059