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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$209K ﹤0.01%
13,306
-6,951
3477
$208K ﹤0.01%
4,582
-26,668
3478
$208K ﹤0.01%
4,019
-27
3479
$207K ﹤0.01%
17,806
-7,221
3480
$207K ﹤0.01%
+6,661
3481
$206K ﹤0.01%
26,437
-52,912
3482
$205K ﹤0.01%
46,005
-3,395
3483
$203K ﹤0.01%
+820
3484
$203K ﹤0.01%
16,457
+2,223
3485
$203K ﹤0.01%
4,024
-1,278
3486
$201K ﹤0.01%
+4,240
3487
$200K ﹤0.01%
12,434
-8,063
3488
$200K ﹤0.01%
+9,775
3489
$198K ﹤0.01%
12,597
-2,664
3490
$196K ﹤0.01%
62,218
+28,137
3491
$195K ﹤0.01%
+14,631
3492
$195K ﹤0.01%
40,725
-2,200
3493
$193K ﹤0.01%
+12,207
3494
$193K ﹤0.01%
20,631
+3,221
3495
$192K ﹤0.01%
+12,527
3496
$192K ﹤0.01%
15,362
+2,015
3497
$191K ﹤0.01%
27,699
+4,965
3498
$191K ﹤0.01%
+13,300
3499
$190K ﹤0.01%
31,044
-103,924
3500
$190K ﹤0.01%
+21,962