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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$417K ﹤0.01%
11,963
-36,119
3127
$417K ﹤0.01%
8,747
+3,011
3128
$415K ﹤0.01%
15,509
+7,301
3129
$415K ﹤0.01%
14,839
+2,431
3130
$415K ﹤0.01%
28,098
+16,677
3131
$414K ﹤0.01%
17,369
+7,738
3132
$414K ﹤0.01%
54,286
-7,979
3133
$413K ﹤0.01%
+19,243
3134
$411K ﹤0.01%
26,237
+7,169
3135
$411K ﹤0.01%
+7,836
3136
$409K ﹤0.01%
+16,300
3137
$407K ﹤0.01%
9,971
+2,053
3138
$404K ﹤0.01%
30,308
-55,926
3139
$399K ﹤0.01%
15,489
+363
3140
$399K ﹤0.01%
31,214
-628,486
3141
$397K ﹤0.01%
81,035
+17,649
3142
$397K ﹤0.01%
15,924
+111
3143
$396K ﹤0.01%
3,289
+409
3144
$391K ﹤0.01%
+15,579
3145
$390K ﹤0.01%
26,655
+897
3146
$389K ﹤0.01%
17,739
+1,329
3147
$387K ﹤0.01%
18,270
+2,200
3148
$387K ﹤0.01%
23,893
-14,981
3149
$387K ﹤0.01%
20,636
-11,721
3150
$386K ﹤0.01%
+14,147