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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$359K ﹤0.01%
70,220
+36,135
3252
$359K ﹤0.01%
+55,103
3253
$358K ﹤0.01%
28,198
+4,781
3254
$354K ﹤0.01%
4,974
-451
3255
$351K ﹤0.01%
10,313
+346
3256
$351K ﹤0.01%
7,054
-1,392
3257
$351K ﹤0.01%
20,680
-5,230
3258
$349K ﹤0.01%
7,603
+757
3259
$348K ﹤0.01%
19,796
-1,613
3260
$343K ﹤0.01%
51,325
+18,635
3261
$342K ﹤0.01%
18,375
+5,161
3262
$341K ﹤0.01%
15,871
+2,542
3263
$341K ﹤0.01%
+18,678
3264
$337K ﹤0.01%
13,160
-1,547
3265
$336K ﹤0.01%
+13,988
3266
$332K ﹤0.01%
21,885
+1,065
3267
$331K ﹤0.01%
2,600
+428
3268
$329K ﹤0.01%
19,908
+108
3269
$325K ﹤0.01%
21,779
+3,581
3270
$322K ﹤0.01%
4,605
-190
3271
$322K ﹤0.01%
+10,100
3272
$321K ﹤0.01%
11,638
-285,295
3273
$321K ﹤0.01%
5,243
-6,731
3274
$321K ﹤0.01%
10,146
+2,943
3275
$321K ﹤0.01%
42,419
-173,314