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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$495K ﹤0.01%
10,640
-354
3152
$493K ﹤0.01%
4,699
+1,017
3153
$492K ﹤0.01%
149,612
+75,187
3154
$492K ﹤0.01%
23,507
-6,645
3155
$489K ﹤0.01%
32,693
+3,676
3156
$483K ﹤0.01%
31,674
+100
3157
$481K ﹤0.01%
9,493
+2,415
3158
$481K ﹤0.01%
17,100
+1,253
3159
$477K ﹤0.01%
42,559
+31,382
3160
$476K ﹤0.01%
16,392
-741
3161
$474K ﹤0.01%
36,768
+10,467
3162
$471K ﹤0.01%
9,065
-26,907
3163
$471K ﹤0.01%
23,632
+3,737
3164
$471K ﹤0.01%
9,516
+86
3165
$469K ﹤0.01%
28,200
-1,899
3166
$468K ﹤0.01%
59,242
+10,724
3167
$468K ﹤0.01%
12,733
+343
3168
$466K ﹤0.01%
70,635
-236,071
3169
$465K ﹤0.01%
71,373
-63,244
3170
$464K ﹤0.01%
111,300
-3,330
3171
$463K ﹤0.01%
30,430
+2,374
3172
$463K ﹤0.01%
54,423
+1,777
3173
$462K ﹤0.01%
10,967
+4,045
3174
$460K ﹤0.01%
68,206
+18,235
3175
$458K ﹤0.01%
31,352
-130,341