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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$395K ﹤0.01%
9,110
+887
3252
$393K ﹤0.01%
16,805
-1,115
3253
$393K ﹤0.01%
4,004
-17,802
3254
$393K ﹤0.01%
52,066
-4,492
3255
$392K ﹤0.01%
22,420
-5,376
3256
$392K ﹤0.01%
23,315
-19
3257
$391K ﹤0.01%
8,427
3258
$391K ﹤0.01%
18,697
-2,611
3259
$389K ﹤0.01%
23,184
-264
3260
$384K ﹤0.01%
14,724
+421
3261
$383K ﹤0.01%
57,107
+6,637
3262
$382K ﹤0.01%
16,567
+3,395
3263
$375K ﹤0.01%
24,000
+4,048
3264
$374K ﹤0.01%
17,919
+4,977
3265
$373K ﹤0.01%
3,344
+257
3266
$373K ﹤0.01%
9,670
+155
3267
$373K ﹤0.01%
167,625
+53,810
3268
$367K ﹤0.01%
86,400
+24,900
3269
$367K ﹤0.01%
2,865
-64
3270
$367K ﹤0.01%
8,096
-450
3271
$366K ﹤0.01%
7,925
3272
$364K ﹤0.01%
27,798
-589
3273
$363K ﹤0.01%
36,311
-2,974
3274
$363K ﹤0.01%
29,144
-7,125
3275
$361K ﹤0.01%
27,722
-18