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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$222K ﹤0.01%
3,604
-1,791
3352
$221K ﹤0.01%
12,836
-569
3353
$221K ﹤0.01%
29,354
-9,602
3354
$217K ﹤0.01%
112,984
-23,467
3355
$216K ﹤0.01%
9,978
-1,099
3356
$216K ﹤0.01%
+17,111
3357
$216K ﹤0.01%
9,069
+8,239
3358
$215K ﹤0.01%
8,478
-140
3359
$214K ﹤0.01%
6,136
-1,960
3360
$212K ﹤0.01%
5,301
-100
3361
$212K ﹤0.01%
+5,016
3362
$210K ﹤0.01%
+56,979
3363
$210K ﹤0.01%
+6,150
3364
$207K ﹤0.01%
12,241
-79,026
3365
$207K ﹤0.01%
+7,260
3366
$206K ﹤0.01%
9,886
-4,220
3367
$205K ﹤0.01%
5,537
-765
3368
$204K ﹤0.01%
+3,630
3369
$203K ﹤0.01%
12,261
-170
3370
$201K ﹤0.01%
3,710
+2,224
3371
$201K ﹤0.01%
14,770
-465
3372
$200K ﹤0.01%
12,260
-13,236
3373
$196K ﹤0.01%
16,819
-13
3374
$195K ﹤0.01%
81,650
+65,479
3375
$194K ﹤0.01%
23,640
-14,442