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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$297K ﹤0.01%
33,251
+2,273
3327
$295K ﹤0.01%
14,241
-740
3328
$293K ﹤0.01%
+11,646
3329
$292K ﹤0.01%
13,103
3330
$292K ﹤0.01%
13,923
-813
3331
$292K ﹤0.01%
14,748
-9,023
3332
$291K ﹤0.01%
6,297
-19,584
3333
$288K ﹤0.01%
19,753
+4,531
3334
$288K ﹤0.01%
10,081
-710
3335
$287K ﹤0.01%
63,000
+43,000
3336
$286K ﹤0.01%
24,813
+4,104
3337
$285K ﹤0.01%
31,570
-100
3338
$284K ﹤0.01%
15,098
+201
3339
$283K ﹤0.01%
26,237
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3340
$282K ﹤0.01%
18,274
+2,234
3341
$282K ﹤0.01%
+32,622
3342
$281K ﹤0.01%
13,545
-636,957
3343
$280K ﹤0.01%
22,143
+2,750
3344
$279K ﹤0.01%
6,435
-554
3345
$278K ﹤0.01%
19,919
+175
3346
$278K ﹤0.01%
16,837
-5,740
3347
$276K ﹤0.01%
74,425
+6,000
3348
$276K ﹤0.01%
13,329
+727
3349
$276K ﹤0.01%
6,446
3350
$275K ﹤0.01%
9,814
+1,906