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
301
$248M 0.07%
1,153,001
+64,687
302
$246M 0.07%
1,344,860
-798,742
303
$245M 0.07%
1,047,783
+982,904
304
$243M 0.07%
1,613,149
+977,491
305
$242M 0.07%
2,039,073
+287,018
306
$241M 0.07%
2,906,152
+153,052
307
$240M 0.07%
3,430,435
+319,889
308
$238M 0.07%
2,276,259
+431,063
309
$238M 0.07%
1,595,269
+520,671
310
$237M 0.07%
3,155,301
+578,651
311
$237M 0.07%
2,918,367
+3,655
312
$234M 0.06%
46,809,343
+544,763
313
$234M 0.06%
1,541,269
+312,722
314
$233M 0.06%
912,137
+77,561
315
$230M 0.06%
2,138,133
-417,027
316
$228M 0.06%
153,492
+135,345
317
$227M 0.06%
1,397,460
+90,477
318
$227M 0.06%
1,059,395
+10,915
319
$226M 0.06%
1,022,206
-61,720
320
$225M 0.06%
10,535,337
-853,922
321
$224M 0.06%
7,129,844
+376,106
322
$224M 0.06%
1,414,427
+577,285
323
$223M 0.06%
1,371,787
+193,501
324
$223M 0.06%
2,152,517
+187,012
325
$222M 0.06%
5,037,186
-706,826