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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$248K ﹤0.01%
11,079
+2,679
3227
$248K ﹤0.01%
21,118
-165
3228
$247K ﹤0.01%
9,554
+1,309
3229
$246K ﹤0.01%
14,438
-7,383
3230
$246K ﹤0.01%
5,376
-680
3231
$246K ﹤0.01%
13,054
-246
3232
$245K ﹤0.01%
6,968
-102
3233
$245K ﹤0.01%
9,828
-1,963
3234
$244K ﹤0.01%
+15,400
3235
$244K ﹤0.01%
12,876
-1,682
3236
$244K ﹤0.01%
12,598
3237
$242K ﹤0.01%
22,341
-4,823
3238
$240K ﹤0.01%
13,280
+1,134
3239
$240K ﹤0.01%
2,737
-12,503
3240
$239K ﹤0.01%
10,392
-4,839
3241
$238K ﹤0.01%
2,635
+24
3242
$236K ﹤0.01%
6,730
-2,794
3243
$236K ﹤0.01%
+2,454
3244
$236K ﹤0.01%
14,130
-4,741
3245
$235K ﹤0.01%
28,500
-10,920
3246
$235K ﹤0.01%
+9,380
3247
$234K ﹤0.01%
7,525
-2,690,335
3248
$232K ﹤0.01%
13,166
+506
3249
$232K ﹤0.01%
9,028
+214
3250
$231K ﹤0.01%
+2,609