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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$619K ﹤0.01%
15,163
-189
3377
$615K ﹤0.01%
55,683
-6,043
3378
$615K ﹤0.01%
50,324
3379
$615K ﹤0.01%
9,500
+1,500
3380
$609K ﹤0.01%
12,859
-3,606
3381
$609K ﹤0.01%
864
-8
3382
$608K ﹤0.01%
+5,128
3383
$606K ﹤0.01%
+9,583
3384
$606K ﹤0.01%
10,569
+1,063
3385
$602K ﹤0.01%
153,479
-412
3386
$599K ﹤0.01%
16,361
-726
3387
$596K ﹤0.01%
14,232
+880
3388
$595K ﹤0.01%
5,682
+103
3389
$594K ﹤0.01%
38,476
-199,111
3390
$590K ﹤0.01%
70,131
-1,742
3391
$589K ﹤0.01%
+45,800
3392
$588K ﹤0.01%
13,522
+517
3393
$587K ﹤0.01%
26,423
3394
$585K ﹤0.01%
16,270
-251,325
3395
$584K ﹤0.01%
26,600
3396
$584K ﹤0.01%
7,200
+461
3397
$583K ﹤0.01%
+73,925
3398
$580K ﹤0.01%
19,506
-803
3399
$579K ﹤0.01%
+10,494
3400
$579K ﹤0.01%
+23,708