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
3226
$937K ﹤0.01%
23,141
-8,110
3227
$930K ﹤0.01%
17,091
-1,517
3228
$924K ﹤0.01%
16,337
-1,156
3229
$921K ﹤0.01%
+11,963
3230
$917K ﹤0.01%
6,163
+5,247
3231
$913K ﹤0.01%
25,003
-3,397
3232
$908K ﹤0.01%
28,050
+6,108
3233
$907K ﹤0.01%
35,998
+2,916
3234
$907K ﹤0.01%
714,213
+24,100
3235
$904K ﹤0.01%
30,659
-68,154
3236
$903K ﹤0.01%
23,392
-66,960
3237
$902K ﹤0.01%
18,725
+4,499
3238
$901K ﹤0.01%
29,135
3239
$896K ﹤0.01%
+60,000
3240
$896K ﹤0.01%
+128,081
3241
$895K ﹤0.01%
21,476
-1,588
3242
$895K ﹤0.01%
+107,198
3243
$891K ﹤0.01%
+12,397
3244
$891K ﹤0.01%
88,019
+27,065
3245
$890K ﹤0.01%
18,910
-3,198
3246
$888K ﹤0.01%
170,206
-930,143
3247
$888K ﹤0.01%
36,957
-4,799
3248
$885K ﹤0.01%
64,586
-8,316
3249
$883K ﹤0.01%
8,826
+1,987
3250
$877K ﹤0.01%
85,680
-10,071