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
3401
$560K ﹤0.01%
5,869
-31
3402
$560K ﹤0.01%
89,253
-37,809
3403
$559K ﹤0.01%
+11,787
3404
$558K ﹤0.01%
21,273
-1,696
3405
$557K ﹤0.01%
54,730
-118,249
3406
$556K ﹤0.01%
60,674
-2,486
3407
$556K ﹤0.01%
35,644
-1,787
3408
$556K ﹤0.01%
55,480
-17,842
3409
$551K ﹤0.01%
11,000
+2,008
3410
$546K ﹤0.01%
+11,876
3411
$545K ﹤0.01%
15,961
+834
3412
$544K ﹤0.01%
23,540
+4,707
3413
$542K ﹤0.01%
+21,876
3414
$541K ﹤0.01%
20,100
3415
$538K ﹤0.01%
45,461
3416
$532K ﹤0.01%
26,747
-216,910
3417
$530K ﹤0.01%
12,915
3418
$530K ﹤0.01%
108,333
+33,950
3419
$530K ﹤0.01%
+2,412
3420
$528K ﹤0.01%
+16,710
3421
$527K ﹤0.01%
+14,072
3422
$527K ﹤0.01%
27,619
+365
3423
$524K ﹤0.01%
8,575
-3,037
3424
$523K ﹤0.01%
49,153
+4,188
3425
$523K ﹤0.01%
51,287
+7,214