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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$1.15M ﹤0.01%
73,919
+39,956
3102
$1.15M ﹤0.01%
120,122
+16,429
3103
$1.14M ﹤0.01%
85,937
-60,629
3104
$1.14M ﹤0.01%
8,920
+64
3105
$1.14M ﹤0.01%
5,697
+281
3106
$1.14M ﹤0.01%
275,985
+14,802
3107
$1.14M ﹤0.01%
64,429
-1,093
3108
$1.13M ﹤0.01%
29,239
-1,012
3109
$1.13M ﹤0.01%
73,069
-1,147
3110
$1.13M ﹤0.01%
137,157
-66
3111
$1.12M ﹤0.01%
138,132
-8,365
3112
$1.12M ﹤0.01%
96,466
+2,518
3113
$1.11M ﹤0.01%
72,996
-2,367
3114
$1.11M ﹤0.01%
932
-63
3115
$1.11M ﹤0.01%
47,014
+18,074
3116
$1.1M ﹤0.01%
97,270
+15,212
3117
$1.1M ﹤0.01%
5,204
-7,904
3118
$1.1M ﹤0.01%
34,622
+1,367
3119
$1.1M ﹤0.01%
102,714
+17,316
3120
$1.09M ﹤0.01%
40,468
+8,429
3121
$1.09M ﹤0.01%
17,036
-4,703
3122
$1.09M ﹤0.01%
98,966
+23,400
3123
$1.09M ﹤0.01%
37,641
3124
$1.09M ﹤0.01%
23,374
+5,952
3125
$1.08M ﹤0.01%
42,640
-7,891