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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$491K ﹤0.01%
48,488
+7,783
3352
$488K ﹤0.01%
14,635
+5,416
3353
$487K ﹤0.01%
16,774
+408
3354
$487K ﹤0.01%
105,680
+4,888
3355
$483K ﹤0.01%
22,454
+75
3356
$480K ﹤0.01%
16,766
+3,729
3357
$478K ﹤0.01%
+19,436
3358
$478K ﹤0.01%
+29,895
3359
$474K ﹤0.01%
7,077
+758
3360
$472K ﹤0.01%
44,182
+1,518
3361
$471K ﹤0.01%
10,290
+890
3362
$470K ﹤0.01%
10,227
-367
3363
$469K ﹤0.01%
24,815
+190
3364
$468K ﹤0.01%
33,977
+407
3365
$466K ﹤0.01%
75,583
+4,773
3366
$462K ﹤0.01%
22,056
-2,737
3367
$459K ﹤0.01%
56,478
-23,445
3368
$456K ﹤0.01%
30,935
+600
3369
$455K ﹤0.01%
19,587
+2
3370
$454K ﹤0.01%
84,647
-205,241
3371
$452K ﹤0.01%
1,932
+712
3372
$450K ﹤0.01%
46,342
+15,525
3373
$449K ﹤0.01%
6,716
+308
3374
$448K ﹤0.01%
63,130
+190
3375
$448K ﹤0.01%
24,632
-10,673