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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$649K ﹤0.01%
8,378
+3,634
3327
$648K ﹤0.01%
166,684
+13,205
3328
$646K ﹤0.01%
6,891
-1,906
3329
$645K ﹤0.01%
96,692
+2,237
3330
$642K ﹤0.01%
88,802
+47,548
3331
$642K ﹤0.01%
47,070
+2,780
3332
$636K ﹤0.01%
41,775
+5,867
3333
$636K ﹤0.01%
7,326
+1,795
3334
$633K ﹤0.01%
46,700
+12,400
3335
$631K ﹤0.01%
8,996
+877
3336
$624K ﹤0.01%
15,606
-1,485
3337
$621K ﹤0.01%
+49,147
3338
$619K ﹤0.01%
+26,632
3339
$616K ﹤0.01%
57,149
-2,207
3340
$615K ﹤0.01%
39,100
+2,500
3341
$614K ﹤0.01%
74,126
+3,995
3342
$612K ﹤0.01%
1,634
+682
3343
$610K ﹤0.01%
26,600
3344
$609K ﹤0.01%
27,675
-19,620
3345
$607K ﹤0.01%
52,099
+13,196
3346
$606K ﹤0.01%
11,437
-1,255
3347
$605K ﹤0.01%
217,607
+40,302
3348
$605K ﹤0.01%
14,298
-1,126
3349
$602K ﹤0.01%
25,154
+17,421
3350
$602K ﹤0.01%
32,091
-4,866