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
3501
$188K ﹤0.01%
48,479
-18,007
3502
$188K ﹤0.01%
+10,211
3503
$188K ﹤0.01%
21,659
+3,705
3504
$186K ﹤0.01%
10,578
-222
3505
$184K ﹤0.01%
20,021
-2,470
3506
$183K ﹤0.01%
+60,054
3507
$181K ﹤0.01%
12,696
-1,822
3508
$181K ﹤0.01%
38,487
+1,342
3509
$180K ﹤0.01%
+16,931
3510
$179K ﹤0.01%
+12,324
3511
$179K ﹤0.01%
12,517
+1,560
3512
$178K ﹤0.01%
+17,476
3513
$178K ﹤0.01%
11,854
+682
3514
$171K ﹤0.01%
17,641
+1,948
3515
$170K ﹤0.01%
+3,821
3516
$166K ﹤0.01%
45,856
+377
3517
$165K ﹤0.01%
+69,994
3518
$164K ﹤0.01%
53,830
+4,700
3519
$164K ﹤0.01%
18,698
+776
3520
$164K ﹤0.01%
22,974
-48,800
3521
$163K ﹤0.01%
15,077
-18,684
3522
$163K ﹤0.01%
10,675
-14,064
3523
$161K ﹤0.01%
+12,324
3524
$161K ﹤0.01%
11,445
-1,400
3525
$160K ﹤0.01%
+11,421