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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$492K ﹤0.01%
23,842
-458,154
3352
$491K ﹤0.01%
46,724
+7,381
3353
$491K ﹤0.01%
24,148
+6,315
3354
$490K ﹤0.01%
11,423
-5,678
3355
$487K ﹤0.01%
+18,699
3356
$486K ﹤0.01%
13,695
+1,599
3357
$486K ﹤0.01%
30,488
+556
3358
$485K ﹤0.01%
7,751
+188
3359
$483K ﹤0.01%
100,859
-65,623
3360
$483K ﹤0.01%
34,900
3361
$483K ﹤0.01%
8,217
-3,155
3362
$482K ﹤0.01%
28,664
+128
3363
$478K ﹤0.01%
19,027
-11,550
3364
$476K ﹤0.01%
56,985
+9,912
3365
$475K ﹤0.01%
45,466
-1,130
3366
$474K ﹤0.01%
+10,984
3367
$468K ﹤0.01%
11,947
-14,406
3368
$466K ﹤0.01%
12,162
-1,931
3369
$466K ﹤0.01%
33,121
+11,023
3370
$465K ﹤0.01%
18,853
-1,747,732
3371
$465K ﹤0.01%
17,278
-4,885
3372
$464K ﹤0.01%
8,337
-15,813
3373
$464K ﹤0.01%
41,131
-365
3374
$461K ﹤0.01%
35,655
+5,940
3375
$458K ﹤0.01%
53,661
-1,504