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
3176
$572K ﹤0.01%
+49,735
3177
$570K ﹤0.01%
99,485
+11,564
3178
$569K ﹤0.01%
+36,762
3179
$566K ﹤0.01%
28,768
+5,098
3180
$565K ﹤0.01%
15,730
+1,944
3181
$565K ﹤0.01%
7,090
-12,599
3182
$561K ﹤0.01%
45,061
+8,455
3183
$560K ﹤0.01%
23,124
+1,117
3184
$559K ﹤0.01%
30,635
-8,822
3185
$554K ﹤0.01%
8,360
+2,190
3186
$551K ﹤0.01%
37,087
+2,544
3187
$549K ﹤0.01%
23,552
-2,988
3188
$545K ﹤0.01%
8,424
+1,442
3189
$543K ﹤0.01%
+29,915
3190
$539K ﹤0.01%
12,155
-7,450
3191
$535K ﹤0.01%
+19,551
3192
$532K ﹤0.01%
107,450
+30,450
3193
$532K ﹤0.01%
31,211
+7,899
3194
$530K ﹤0.01%
7,214
-14,239
3195
$530K ﹤0.01%
82,687
-19,874
3196
$528K ﹤0.01%
19,002
+5,426
3197
$521K ﹤0.01%
28,343
+1,549
3198
$521K ﹤0.01%
4,237
+233
3199
$518K ﹤0.01%
54,279
+1,214
3200
$517K ﹤0.01%
23,364
+5,445