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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.4%
2 Financials 12.97%
3 Healthcare 11.29%
4 Consumer Discretionary 8.44%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$553K ﹤0.01%
22,317
-675
3227
$551K ﹤0.01%
19,168
-1,822
3228
$550K ﹤0.01%
77,517
-1,615
3229
$549K ﹤0.01%
18,300
+3,188
3230
$548K ﹤0.01%
40,850
3231
$547K ﹤0.01%
13,957
-2,345
3232
$546K ﹤0.01%
59,930
-5,052
3233
$544K ﹤0.01%
41,940
+4,051
3234
$544K ﹤0.01%
137,968
-92,747
3235
$543K ﹤0.01%
185
3236
$543K ﹤0.01%
+9,830
3237
$543K ﹤0.01%
103,775
+3,059
3238
$542K ﹤0.01%
28,495
3239
$542K ﹤0.01%
9,143
+1,890
3240
$542K ﹤0.01%
12,497
+1,145
3241
$539K ﹤0.01%
82,123
-40,579
3242
$539K ﹤0.01%
20,325
+8,585
3243
$537K ﹤0.01%
14,484
-11,991
3244
$536K ﹤0.01%
28,331
-1,179
3245
$532K ﹤0.01%
95,838
+18,062
3246
$532K ﹤0.01%
20,510
-438
3247
$532K ﹤0.01%
10,111
+1,602
3248
$531K ﹤0.01%
19,845
-233
3249
$530K ﹤0.01%
42,540
-225
3250
$529K ﹤0.01%
18,770
-1,031