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
3501
$166K ﹤0.01%
15,638
-2,780
3502
$165K ﹤0.01%
+11,719
3503
$165K ﹤0.01%
3,149
+116
3504
$163K ﹤0.01%
+12,710
3505
$163K ﹤0.01%
16,672
3506
$162K ﹤0.01%
21,786
-4,000
3507
$161K ﹤0.01%
18,092
-737
3508
$160K ﹤0.01%
56,541
-2,825
3509
$156K ﹤0.01%
+11,177
3510
$154K ﹤0.01%
25,044
3511
$154K ﹤0.01%
21,214
3512
$153K ﹤0.01%
17,910
-2,700
3513
$151K ﹤0.01%
26,015
-4,060
3514
$151K ﹤0.01%
2,848
+480
3515
$150K ﹤0.01%
24,919
+3,507
3516
$148K ﹤0.01%
16,465
-10,620
3517
$148K ﹤0.01%
10,291
-440
3518
$147K ﹤0.01%
24,504
-2,770
3519
$146K ﹤0.01%
17,340
+2,771
3520
$145K ﹤0.01%
11,765
-4,169
3521
$144K ﹤0.01%
14,933
+587
3522
$144K ﹤0.01%
15,693
+843
3523
$142K ﹤0.01%
13,151
+1,338
3524
$141K ﹤0.01%
249
3525
$141K ﹤0.01%
10,500