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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$622K ﹤0.01%
19,272
-43,108
3152
$622K ﹤0.01%
29,679
-31,880
3153
$620K ﹤0.01%
12,355
-14,917
3154
$620K ﹤0.01%
21,064
+3,534
3155
$619K ﹤0.01%
22,564
-8,928
3156
$618K ﹤0.01%
8,160
-4,043
3157
$616K ﹤0.01%
19,470
+10,810
3158
$616K ﹤0.01%
96,982
-21,077
3159
$616K ﹤0.01%
33,030
-1,730
3160
$614K ﹤0.01%
33,478
+7,578
3161
$612K ﹤0.01%
8,406
-792
3162
$608K ﹤0.01%
34,032
+697
3163
$605K ﹤0.01%
50,119
-7,004
3164
$603K ﹤0.01%
216,871
-57,683
3165
$600K ﹤0.01%
37,513
+6,319
3166
$596K ﹤0.01%
13,721
-6,947
3167
$592K ﹤0.01%
+10,153
3168
$591K ﹤0.01%
34,757
3169
$589K ﹤0.01%
46,652
+2,648
3170
$589K ﹤0.01%
23,130
+6,563
3171
$588K ﹤0.01%
74,202
-57,821
3172
$582K ﹤0.01%
44,894
+122
3173
$580K ﹤0.01%
95,666
+24,883
3174
$577K ﹤0.01%
35,570
-4,455
3175
$575K ﹤0.01%
51,981
+6,321