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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$713K ﹤0.01%
185,644
+90,904
3202
$709K ﹤0.01%
18,551
+1
3203
$707K ﹤0.01%
68,136
+54,587
3204
$701K ﹤0.01%
14,804
-408
3205
$700K ﹤0.01%
28,887
+776
3206
$697K ﹤0.01%
9,598
-194
3207
$694K ﹤0.01%
105,832
+8,664
3208
$694K ﹤0.01%
+9,952
3209
$694K ﹤0.01%
125,120
-133,587
3210
$692K ﹤0.01%
98,338
-3,598
3211
$692K ﹤0.01%
6,102
-1,827
3212
$689K ﹤0.01%
11,847
-1,165
3213
$683K ﹤0.01%
20,152
+4,227
3214
$683K ﹤0.01%
+34,021
3215
$682K ﹤0.01%
+82,049
3216
$680K ﹤0.01%
31,860
+9,998
3217
$679K ﹤0.01%
125,675
-3,843
3218
$675K ﹤0.01%
12,124
-3,133
3219
$675K ﹤0.01%
41,054
-3,374
3220
$673K ﹤0.01%
11,927
+5,847
3221
$669K ﹤0.01%
33,679
-516
3222
$667K ﹤0.01%
16,091
+1,508
3223
$665K ﹤0.01%
39,527
+8,469
3224
$665K ﹤0.01%
28,849
-28,811
3225
$664K ﹤0.01%
17,875
-2,233