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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$211K ﹤0.01%
7,029
+438
3327
$211K ﹤0.01%
1,682
+62
3328
$211K ﹤0.01%
10,777
-3,035
3329
$210K ﹤0.01%
13,618
+21
3330
$210K ﹤0.01%
+12,026
3331
$210K ﹤0.01%
15,874
+3,947
3332
$209K ﹤0.01%
+12,472
3333
$209K ﹤0.01%
+7,018
3334
$207K ﹤0.01%
+8,498
3335
$207K ﹤0.01%
16,500
+4,086
3336
$207K ﹤0.01%
+5,158
3337
$207K ﹤0.01%
1,490
-159
3338
$206K ﹤0.01%
25,019
+11,993
3339
$205K ﹤0.01%
6,114
-2,188
3340
$205K ﹤0.01%
+7,992
3341
$204K ﹤0.01%
14,866
-561
3342
$204K ﹤0.01%
11,989
-355,115
3343
$204K ﹤0.01%
53,505
+1,778
3344
$203K ﹤0.01%
+26,600
3345
$196K ﹤0.01%
21,853
+740
3346
$194K ﹤0.01%
16,843
+1,309
3347
$191K ﹤0.01%
+17,358
3348
$188K ﹤0.01%
16,554
-12,323
3349
$187K ﹤0.01%
14,584
-4,426
3350
$185K ﹤0.01%
10,369
-847