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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$420K ﹤0.01%
7,173
-397
3402
$419K ﹤0.01%
41,269
-302,860
3403
$418K ﹤0.01%
23,268
+100
3404
$418K ﹤0.01%
74,496
-6,678
3405
$415K ﹤0.01%
3,930
-38
3406
$415K ﹤0.01%
+1,431
3407
$415K ﹤0.01%
2,909
-15
3408
$414K ﹤0.01%
39,330
-3,448
3409
$413K ﹤0.01%
+8,251
3410
$411K ﹤0.01%
34,528
-17,451
3411
$411K ﹤0.01%
39,254
+3,471
3412
$410K ﹤0.01%
14,810
+5,819
3413
$410K ﹤0.01%
18,044
+2,007
3414
$409K ﹤0.01%
14,313
-1,950
3415
$409K ﹤0.01%
10,582
-7,428
3416
$404K ﹤0.01%
39,684
+11,875
3417
$404K ﹤0.01%
7,392
+463
3418
$404K ﹤0.01%
7,793
+2,937
3419
$403K ﹤0.01%
10,759
-2,624
3420
$403K ﹤0.01%
46,691
+34,453
3421
$401K ﹤0.01%
33,322
+2,061
3422
$398K ﹤0.01%
2,028
-65
3423
$397K ﹤0.01%
20,924
3424
$396K ﹤0.01%
+41,147
3425
$392K ﹤0.01%
45,337
+14,153