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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$268K ﹤0.01%
79,640
-290
3277
$268K ﹤0.01%
+10,240
3278
$268K ﹤0.01%
105,160
+25,750
3279
$267K ﹤0.01%
22,848
+96
3280
$266K ﹤0.01%
+10,587
3281
$266K ﹤0.01%
10,708
+624
3282
$266K ﹤0.01%
10,486
+326
3283
$264K ﹤0.01%
6,778
+744
3284
$264K ﹤0.01%
32,010
-2,000
3285
$264K ﹤0.01%
10,450
+1,350
3286
$263K ﹤0.01%
5,678
-60
3287
$263K ﹤0.01%
17,618
+1,049
3288
$262K ﹤0.01%
8,297
+1,335
3289
$262K ﹤0.01%
17,575
+7,183
3290
$262K ﹤0.01%
29,814
+3,741
3291
$261K ﹤0.01%
+5,384
3292
$260K ﹤0.01%
4,519
+1,108
3293
$257K ﹤0.01%
+9,941
3294
$257K ﹤0.01%
8,686
-14
3295
$254K ﹤0.01%
7,970
-1,265
3296
$254K ﹤0.01%
+4,980
3297
$254K ﹤0.01%
13,330
-3
3298
$253K ﹤0.01%
43,627
-919,020
3299
$253K ﹤0.01%
6,682
-1,184
3300
$253K ﹤0.01%
+17,840