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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$602K ﹤0.01%
151,643
+59,540
3252
$599K ﹤0.01%
+40,244
3253
$597K ﹤0.01%
23,172
-5,980
3254
$596K ﹤0.01%
124,765
-1,451
3255
$592K ﹤0.01%
73,387
-63,902
3256
$591K ﹤0.01%
27,000
-2,160
3257
$590K ﹤0.01%
19,912
+11,567
3258
$589K ﹤0.01%
34,349
-4,246
3259
$588K ﹤0.01%
13,745
-4,778
3260
$586K ﹤0.01%
11,637
+7,318
3261
$583K ﹤0.01%
26,822
+6,654
3262
$583K ﹤0.01%
43,519
+13,294
3263
$582K ﹤0.01%
17,363
+10,539
3264
$581K ﹤0.01%
93,770
+14,290
3265
$580K ﹤0.01%
33,702
-3,060
3266
$580K ﹤0.01%
10,388
-79,831
3267
$579K ﹤0.01%
13,255
-9,659
3268
$576K ﹤0.01%
6,315
-210
3269
$576K ﹤0.01%
15,092
-1,364
3270
$574K ﹤0.01%
61,368
-384,642
3271
$570K ﹤0.01%
51,944
-17,721
3272
$568K ﹤0.01%
89,720
3273
$567K ﹤0.01%
18,903
+3,637
3274
$567K ﹤0.01%
59,709
+2,538
3275
$566K ﹤0.01%
27,879
-5,527