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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$623K ﹤0.01%
+21,264
3352
$623K ﹤0.01%
+29,884
3353
$620K ﹤0.01%
36,284
-15,466
3354
$620K ﹤0.01%
91,670
+29,034
3355
$620K ﹤0.01%
41,352
+4,703
3356
$618K ﹤0.01%
24,232
-23,786
3357
$611K ﹤0.01%
22,756
3358
$610K ﹤0.01%
34,552
+16,643
3359
$609K ﹤0.01%
47,593
+3,269
3360
$609K ﹤0.01%
8,670
+387
3361
$608K ﹤0.01%
15,986
-1,167
3362
$607K ﹤0.01%
5,248
-144
3363
$606K ﹤0.01%
32,152
+16,921
3364
$604K ﹤0.01%
+65,995
3365
$603K ﹤0.01%
+22,584
3366
$602K ﹤0.01%
30,198
-65
3367
$601K ﹤0.01%
61,619
-13,416
3368
$600K ﹤0.01%
+107,452
3369
$599K ﹤0.01%
33,996
-29,442
3370
$595K ﹤0.01%
37,428
+2,796
3371
$594K ﹤0.01%
13,666
+4,397
3372
$589K ﹤0.01%
7,786
-23,530
3373
$589K ﹤0.01%
10,344
-261
3374
$588K ﹤0.01%
11,778
+383
3375
$588K ﹤0.01%
88,565
+41,800