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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$318K ﹤0.01%
12,214
+3,521
3252
$317K ﹤0.01%
6,185
-213
3253
$316K ﹤0.01%
8,498
-46,021
3254
$315K ﹤0.01%
+7,535
3255
$314K ﹤0.01%
20,240
-2,136
3256
$314K ﹤0.01%
43,259
-11,191
3257
$314K ﹤0.01%
+16,106
3258
$313K ﹤0.01%
16,131
+1,427
3259
$312K ﹤0.01%
2,029
-86
3260
$312K ﹤0.01%
24,106
-1,118
3261
$311K ﹤0.01%
+10,141
3262
$310K ﹤0.01%
25,039
+1,575
3263
$309K ﹤0.01%
+12,875
3264
$309K ﹤0.01%
40,897
-12,109
3265
$308K ﹤0.01%
13,685
-49,306
3266
$307K ﹤0.01%
+32,206
3267
$307K ﹤0.01%
78,500
+20,700
3268
$306K ﹤0.01%
+14,654
3269
$305K ﹤0.01%
9,593
-1,115
3270
$304K ﹤0.01%
+24,261
3271
$302K ﹤0.01%
89,111
-1,000
3272
$298K ﹤0.01%
19,691
+2,116
3273
$298K ﹤0.01%
10,749
+66
3274
$298K ﹤0.01%
+18,692
3275
$297K ﹤0.01%
+38,116