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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$475K ﹤0.01%
+15,017
3127
$474K ﹤0.01%
+22,900
3128
$472K ﹤0.01%
24,479
-5,273
3129
$472K ﹤0.01%
4,155
-404
3130
$472K ﹤0.01%
22,679
3131
$466K ﹤0.01%
11,050
-3,903
3132
$465K ﹤0.01%
18,566
-246,480
3133
$465K ﹤0.01%
22,246
+5,790
3134
$463K ﹤0.01%
18,206
-2,319
3135
$462K ﹤0.01%
21,680
-6,760
3136
$462K ﹤0.01%
39,356
-16,807
3137
$461K ﹤0.01%
9,003
-5,346
3138
$461K ﹤0.01%
5,250
+716
3139
$457K ﹤0.01%
11,127
-4,352
3140
$455K ﹤0.01%
10,492
-1,555
3141
$454K ﹤0.01%
10,549
-5,185
3142
$453K ﹤0.01%
72,197
+25,675
3143
$448K ﹤0.01%
12,660
-28,673
3144
$448K ﹤0.01%
19,205
-6,541
3145
$447K ﹤0.01%
+42,475
3146
$447K ﹤0.01%
17,834
+95
3147
$445K ﹤0.01%
+25,921
3148
$444K ﹤0.01%
6,983
-3,797
3149
$443K ﹤0.01%
14,447
+1,442
3150
$442K ﹤0.01%
+22,723