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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$716K ﹤0.01%
228,098
-8,564
3302
$715K ﹤0.01%
26,389
-18,656
3303
$714K ﹤0.01%
76,818
-2,146
3304
$712K ﹤0.01%
7,499
+1,793
3305
$712K ﹤0.01%
35,371
-1,740
3306
$712K ﹤0.01%
+43,034
3307
$712K ﹤0.01%
190,383
+67,606
3308
$712K ﹤0.01%
209,923
-7,166
3309
$710K ﹤0.01%
40,018
-1,416
3310
$708K ﹤0.01%
270,415
-17,634
3311
$706K ﹤0.01%
146,373
3312
$704K ﹤0.01%
85,586
-2,006
3313
$702K ﹤0.01%
40,624
+2,517
3314
$701K ﹤0.01%
12,484
-8,853
3315
$692K ﹤0.01%
11,855
+3,165
3316
$689K ﹤0.01%
+42,578
3317
$684K ﹤0.01%
16,785
-255
3318
$683K ﹤0.01%
57,729
3319
$682K ﹤0.01%
125,630
-88,350
3320
$682K ﹤0.01%
22,883
+10,007
3321
$681K ﹤0.01%
+38,142
3322
$679K ﹤0.01%
7,897
-10,518
3323
$678K ﹤0.01%
102,636
-41,798
3324
$676K ﹤0.01%
83,498
+863
3325
$676K ﹤0.01%
2,661
+9