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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$821K ﹤0.01%
38,601
+1,946
3177
$821K ﹤0.01%
88,304
-2,227
3178
$818K ﹤0.01%
64,410
-12,982
3179
$815K ﹤0.01%
56,474
-2,544
3180
$815K ﹤0.01%
106,402
-14,000
3181
$815K ﹤0.01%
39,748
+575
3182
$813K ﹤0.01%
35,820
-2,622
3183
$813K ﹤0.01%
76,588
-27,241
3184
$811K ﹤0.01%
102,596
-8,827
3185
$808K ﹤0.01%
+45,509
3186
$807K ﹤0.01%
4,854
-1,557
3187
$805K ﹤0.01%
86,543
+35,220
3188
$804K ﹤0.01%
80,614
+40,103
3189
$803K ﹤0.01%
51,649
+31,314
3190
$799K ﹤0.01%
31,811
-24,470
3191
$799K ﹤0.01%
33,174
-214,665
3192
$797K ﹤0.01%
94,000
+12,922
3193
$794K ﹤0.01%
5,997
+1,083
3194
$794K ﹤0.01%
72,013
+5,882
3195
$793K ﹤0.01%
270,322
-44,020
3196
$792K ﹤0.01%
66,074
-2,543
3197
$790K ﹤0.01%
415,939
+334,728
3198
$790K ﹤0.01%
16,723
+97
3199
$789K ﹤0.01%
53,620
+19,750
3200
$787K ﹤0.01%
178,439
+159,715