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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$443K ﹤0.01%
137,582
-23,609
3252
$443K ﹤0.01%
78,034
-116,328
3253
$442K ﹤0.01%
26,395
-1,248
3254
$439K ﹤0.01%
19,602
+2,797
3255
$438K ﹤0.01%
5,185
-1,125
3256
$438K ﹤0.01%
22,633
-1,411
3257
$436K ﹤0.01%
23,386
+841
3258
$434K ﹤0.01%
+15,961
3259
$430K ﹤0.01%
25,496
+114
3260
$428K ﹤0.01%
21,966
+941
3261
$426K ﹤0.01%
47,827
-1,819
3262
$424K ﹤0.01%
24,200
+640
3263
$423K ﹤0.01%
5,774
-20,286
3264
$422K ﹤0.01%
49,092
-1,473
3265
$422K ﹤0.01%
18,382
-496
3266
$422K ﹤0.01%
14,459
3267
$421K ﹤0.01%
21,123
+2,216
3268
$420K ﹤0.01%
94,685
+18,983
3269
$420K ﹤0.01%
9,886
-838
3270
$418K ﹤0.01%
+23,131
3271
$415K ﹤0.01%
14,508
+2,982
3272
$414K ﹤0.01%
53,366
-3,741
3273
$410K ﹤0.01%
23,115
-2,526
3274
$408K ﹤0.01%
+68,417
3275
$408K ﹤0.01%
+28,843