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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$363M
3 +$335M
4
NXPI icon
NXP Semiconductors
NXPI
+$320M
5
ICE icon
Intercontinental Exchange
ICE
+$288M

Top Sells

1 +$743M
2 +$715M
3 +$648M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$475M

Sector Composition

1 Technology 18.65%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$200K ﹤0.01%
6,064
-86
3477
$199K ﹤0.01%
65,961
-15,689
3478
$196K ﹤0.01%
12,288
-10,641
3479
$195K ﹤0.01%
11,055
3480
$194K ﹤0.01%
+14,464
3481
$191K ﹤0.01%
+10,345
3482
$191K ﹤0.01%
555
-534
3483
$190K ﹤0.01%
21,930
-1,710
3484
$187K ﹤0.01%
2,772
+29
3485
$185K ﹤0.01%
10,079
-1,780
3486
$184K ﹤0.01%
20,475
+5,511
3487
$182K ﹤0.01%
10,015
-2,226
3488
0
3489
$176K ﹤0.01%
+46,230
3490
$176K ﹤0.01%
14,340
-26,334
3491
$176K ﹤0.01%
28,070
3492
$175K ﹤0.01%
59,210
3493
$173K ﹤0.01%
14,118
-636
3494
$172K ﹤0.01%
14,488
3495
$172K ﹤0.01%
+21,916
3496
$169K ﹤0.01%
12,890
-1,880
3497
$169K ﹤0.01%
18,117
-223
3498
$168K ﹤0.01%
+12,124
3499
$168K ﹤0.01%
15,905
-45,708
3500
$167K ﹤0.01%
54,574
-70,804