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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$347K ﹤0.01%
7,253
-222
3202
$346K ﹤0.01%
+12,876
3203
$346K ﹤0.01%
8,834
-60
3204
$345K ﹤0.01%
39,011
+1,936
3205
$344K ﹤0.01%
49,164
-10,398
3206
$344K ﹤0.01%
22,924
-101,927
3207
$343K ﹤0.01%
32,311
-808
3208
$343K ﹤0.01%
17,987
+105
3209
$342K ﹤0.01%
17,051
-1,623
3210
$341K ﹤0.01%
985
+604
3211
$341K ﹤0.01%
40,317
-3,454
3212
$341K ﹤0.01%
10,383
+2,597
3213
$340K ﹤0.01%
45,794
+8,169
3214
$339K ﹤0.01%
59,620
+3,694
3215
$337K ﹤0.01%
13,619
-3,330
3216
$337K ﹤0.01%
5,796
3217
$336K ﹤0.01%
12,105
-5,039
3218
$335K ﹤0.01%
+18,828
3219
$335K ﹤0.01%
15,117
-227
3220
$335K ﹤0.01%
13,800
+4,300
3221
$334K ﹤0.01%
+11,458
3222
$332K ﹤0.01%
8,823
+1,245
3223
$330K ﹤0.01%
345,017
-236,699
3224
$328K ﹤0.01%
21,138
+3,538
3225
$327K ﹤0.01%
+5,983