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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$909K ﹤0.01%
54,985
-68
3202
$907K ﹤0.01%
160,788
+33,819
3203
$907K ﹤0.01%
23,400
+1,217
3204
$899K ﹤0.01%
70,100
+6,269
3205
$898K ﹤0.01%
217,363
-239,221
3206
$894K ﹤0.01%
23,428
-14,961
3207
$892K ﹤0.01%
89,063
+8,214
3208
$890K ﹤0.01%
55,245
-38,541
3209
$888K ﹤0.01%
80,446
+8,214
3210
$887K ﹤0.01%
94,616
-200
3211
$887K ﹤0.01%
93,280
+7,083
3212
$885K ﹤0.01%
86,655
+17,157
3213
$884K ﹤0.01%
11,936
+1,145
3214
$880K ﹤0.01%
36,710
+1,246
3215
$879K ﹤0.01%
71,203
+13,862
3216
$879K ﹤0.01%
1,872
-1
3217
$878K ﹤0.01%
149,143
+45,600
3218
$870K ﹤0.01%
+24,676
3219
$869K ﹤0.01%
71,545
-1,486
3220
$868K ﹤0.01%
27,850
+7,156
3221
$867K ﹤0.01%
22,934
+902
3222
$865K ﹤0.01%
29,700
3223
$864K ﹤0.01%
140,642
+14,157
3224
$862K ﹤0.01%
65,123
-9,169
3225
$856K ﹤0.01%
38,992
-2,676