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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$180K ﹤0.01%
13,559
+1,785
3252
$179K ﹤0.01%
6,379
-27,886
3253
$177K ﹤0.01%
15,181
-1,373
3254
$176K ﹤0.01%
11,816
3255
$173K ﹤0.01%
22,610
+342
3256
$172K ﹤0.01%
19,872
+7,715
3257
$172K ﹤0.01%
1,610
+120
3258
$168K ﹤0.01%
12,496
+119
3259
$166K ﹤0.01%
10,738
+629
3260
$164K ﹤0.01%
+11,687
3261
$164K ﹤0.01%
37,639
-358
3262
$162K ﹤0.01%
10,400
-195
3263
$159K ﹤0.01%
1,298
-384
3264
$158K ﹤0.01%
+20,861
3265
$154K ﹤0.01%
12,094
-1,226
3266
$151K ﹤0.01%
+11,318
3267
$151K ﹤0.01%
51,239
-8,284
3268
$151K ﹤0.01%
11,200
-800
3269
$150K ﹤0.01%
12,766
-106,919
3270
$146K ﹤0.01%
10,141
-112,342
3271
$145K ﹤0.01%
10,788
+28
3272
$142K ﹤0.01%
10,844
+682
3273
$141K ﹤0.01%
3,401
-127,769
3274
$141K ﹤0.01%
31,831
-42,895
3275
$141K ﹤0.01%
40,239
-13,266