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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$441K ﹤0.01%
87,290
3202
$439K ﹤0.01%
18,269
+4,287
3203
$439K ﹤0.01%
34,442
-363
3204
$439K ﹤0.01%
+17,306
3205
$438K ﹤0.01%
29,017
-922
3206
$435K ﹤0.01%
15,094
+13
3207
$434K ﹤0.01%
9,842
+600
3208
$431K ﹤0.01%
+11,966
3209
$429K ﹤0.01%
10,671
-2,378
3210
$428K ﹤0.01%
+8,446
3211
$427K ﹤0.01%
12,390
-16,716
3212
$426K ﹤0.01%
32,200
-2,900
3213
$425K ﹤0.01%
19,895
-64
3214
$420K ﹤0.01%
7,333
+1,293
3215
$420K ﹤0.01%
28,056
+15,392
3216
$419K ﹤0.01%
9,515
+301
3217
$419K ﹤0.01%
6,885
-685
3218
$417K ﹤0.01%
8,901
-49
3219
$415K ﹤0.01%
83,814
-14,210
3220
$414K ﹤0.01%
7,599
-140
3221
$414K ﹤0.01%
12,146
+1,021
3222
$412K ﹤0.01%
28,817
+5,664
3223
$412K ﹤0.01%
16,279
-26,897
3224
$411K ﹤0.01%
4,006
+287
3225
$410K ﹤0.01%
15,461
+7,301