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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$823K ﹤0.01%
29,414
+7,231
3227
$822K ﹤0.01%
114,941
+15,803
3228
$821K ﹤0.01%
112,462
-3,045
3229
$816K ﹤0.01%
33,272
+21,880
3230
$814K ﹤0.01%
16,853
-3,554
3231
$812K ﹤0.01%
34,338
+16,349
3232
$812K ﹤0.01%
44,188
-18,358
3233
$810K ﹤0.01%
181,963
+107,380
3234
$802K ﹤0.01%
94,666
-15,796
3235
$802K ﹤0.01%
30,170
-800
3236
$800K ﹤0.01%
131,133
+3,052
3237
$799K ﹤0.01%
125,569
+928
3238
$799K ﹤0.01%
101,839
+1,382
3239
$797K ﹤0.01%
26,478
+231
3240
$796K ﹤0.01%
138,456
+16,112
3241
$794K ﹤0.01%
43,062
+25,045
3242
$794K ﹤0.01%
19,369
-438
3243
$794K ﹤0.01%
+16,029
3244
$792K ﹤0.01%
23,217
-1,208,382
3245
$788K ﹤0.01%
23,392
3246
$780K ﹤0.01%
94,376
+18,097
3247
$777K ﹤0.01%
+60,390
3248
$772K ﹤0.01%
59,206
+4,814
3249
$772K ﹤0.01%
38,595
+14,900
3250
$772K ﹤0.01%
90,090
-476,316