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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$983K ﹤0.01%
42,702
-18,196
3127
$982K ﹤0.01%
1,623,640
-107,268
3128
$980K ﹤0.01%
13,378
-391
3129
$978K ﹤0.01%
258,803
-36,146
3130
$978K ﹤0.01%
58,531
-1,100
3131
$973K ﹤0.01%
49,306
+1,760
3132
$972K ﹤0.01%
195,891
-20,998
3133
$968K ﹤0.01%
46,592
-4,559
3134
$966K ﹤0.01%
13,454
+3,610
3135
$964K ﹤0.01%
20,980
-1,000
3136
$962K ﹤0.01%
39,857
+19,535
3137
$962K ﹤0.01%
64,671
-2,838
3138
$962K ﹤0.01%
85,098
+1,914
3139
$960K ﹤0.01%
213,235
-39,655
3140
$956K ﹤0.01%
195,867
-17,932
3141
$953K ﹤0.01%
218,971
-16,213
3142
$951K ﹤0.01%
166,230
+142,687
3143
$941K ﹤0.01%
251,649
-23,843
3144
$940K ﹤0.01%
158,209
+43,305
3145
$938K ﹤0.01%
90,001
-122,782
3146
$938K ﹤0.01%
110,626
+22,536
3147
$934K ﹤0.01%
75,532
-11,525
3148
$931K ﹤0.01%
6,196
-13,874
3149
$930K ﹤0.01%
77,392
+29,243
3150
$928K ﹤0.01%
27,099
-893