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
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.4%
2 Financials 12.97%
3 Healthcare 11.29%
4 Consumer Discretionary 8.44%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$205K ﹤0.01%
+4,124
3502
$204K ﹤0.01%
66,486
+15,491
3503
$203K ﹤0.01%
26,720
+705
3504
$202K ﹤0.01%
+7,168
3505
$201K ﹤0.01%
14,518
+54
3506
$199K ﹤0.01%
81,336
-146,960
3507
$198K ﹤0.01%
16,039
+401
3508
$198K ﹤0.01%
49,750
-1,300
3509
$196K ﹤0.01%
10,800
+785
3510
$193K ﹤0.01%
14,645
-56,939
3511
$191K ﹤0.01%
+49,400
3512
$191K ﹤0.01%
+11,172
3513
$189K ﹤0.01%
22,734
+8,656
3514
$188K ﹤0.01%
12,866
+1,147
3515
$186K ﹤0.01%
5,066
-18,046
3516
$185K ﹤0.01%
14,509
-3,145
3517
$182K ﹤0.01%
17,954
+2,049
3518
$173K ﹤0.01%
14,848
-3,084
3519
$173K ﹤0.01%
50,541
-6,000
3520
$172K ﹤0.01%
76,204
-5,410
3521
$172K ﹤0.01%
9,506
-885
3522
$171K ﹤0.01%
11,055
3523
$170K ﹤0.01%
+10,008
3524
$170K ﹤0.01%
13,540
-800
3525
$168K ﹤0.01%
3,365