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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$986K ﹤0.01%
46,172
+27,066
3202
$981K ﹤0.01%
32,534
+3,450
3203
$980K ﹤0.01%
+66,854
3204
$977K ﹤0.01%
+28,939
3205
$976K ﹤0.01%
+676
3206
$976K ﹤0.01%
59,894
+7,801
3207
$975K ﹤0.01%
+19,292
3208
$969K ﹤0.01%
7,165
+2,861
3209
$968K ﹤0.01%
100,457
-42,870
3210
$966K ﹤0.01%
94,055
-90,106
3211
$965K ﹤0.01%
+51,721
3212
$964K ﹤0.01%
+28,624
3213
$964K ﹤0.01%
+134,651
3214
$963K ﹤0.01%
40,109
-515
3215
$962K ﹤0.01%
23,427
+3,947
3216
$960K ﹤0.01%
22,466
-13,836
3217
$956K ﹤0.01%
145,310
+2,903
3218
$949K ﹤0.01%
+9,697
3219
$947K ﹤0.01%
53,190
+28,565
3220
$946K ﹤0.01%
34,577
-9,590
3221
$942K ﹤0.01%
8,797
-2,289
3222
$941K ﹤0.01%
92,923
+5,311
3223
$940K ﹤0.01%
157,319
+122,189
3224
$940K ﹤0.01%
40,186
+25,082
3225
$938K ﹤0.01%
+20,407