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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.14%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$270K ﹤0.01%
+14,874
3452
$269K ﹤0.01%
29,459
3453
$268K ﹤0.01%
+13,344
3454
$264K ﹤0.01%
20,391
+5,723
3455
$263K ﹤0.01%
16,099
-64,102
3456
$259K ﹤0.01%
3,505
3457
$258K ﹤0.01%
+3,615
3458
$257K ﹤0.01%
18,032
+5,515
3459
$257K ﹤0.01%
50,367
-20,426
3460
$256K ﹤0.01%
19,385
+2,606
3461
$256K ﹤0.01%
21,537
-2,849
3462
$256K ﹤0.01%
12,616
-272
3463
$256K ﹤0.01%
+9,312
3464
$252K ﹤0.01%
12,814
-6,878
3465
$250K ﹤0.01%
6,360
-765
3466
$248K ﹤0.01%
14,666
-459
3467
$248K ﹤0.01%
8,212
3468
$245K ﹤0.01%
30,550
-12,158
3469
$244K ﹤0.01%
12,519
-78
3470
$241K ﹤0.01%
5,622
+834
3471
$240K ﹤0.01%
27,539
+778
3472
$238K ﹤0.01%
37,676
+2,875
3473
$238K ﹤0.01%
6,025
-47,344
3474
$238K ﹤0.01%
17,961
+1,504
3475
$237K ﹤0.01%
+11,808