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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$583K ﹤0.01%
37,010
+3,654
3277
$583K ﹤0.01%
22,254
-3,952
3278
$583K ﹤0.01%
28,272
+3,693
3279
$581K ﹤0.01%
14,051
-1,041
3280
$580K ﹤0.01%
3,135
3281
$576K ﹤0.01%
5,551
+339
3282
$574K ﹤0.01%
17,214
-149
3283
$574K ﹤0.01%
122,688
-2,987
3284
$573K ﹤0.01%
16,185
+6,598
3285
$573K ﹤0.01%
66,714
+3,412
3286
$572K ﹤0.01%
59,492
-748
3287
$566K ﹤0.01%
112,262
-146,508
3288
$563K ﹤0.01%
+9,482
3289
$561K ﹤0.01%
35,814
-31,018
3290
$560K ﹤0.01%
10,999
-336
3291
$559K ﹤0.01%
37,524
-618
3292
$557K ﹤0.01%
30,919
3293
$556K ﹤0.01%
22,879
-18,347
3294
$556K ﹤0.01%
17,030
-549
3295
$555K ﹤0.01%
34,066
+45
3296
$554K ﹤0.01%
2,230
+81
3297
$553K ﹤0.01%
39,744
-19,936
3298
$551K ﹤0.01%
13,001
-254
3299
$551K ﹤0.01%
187,070
+23,164
3300
$551K ﹤0.01%
63,399
-4,737