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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.14%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$147K ﹤0.01%
11,229
-4,133
3552
$147K ﹤0.01%
10,225
3553
$145K ﹤0.01%
12,344
+2,233
3554
$143K ﹤0.01%
+11,577
3555
$133K ﹤0.01%
+10,672
3556
$132K ﹤0.01%
12,222
+1,323
3557
$132K ﹤0.01%
+14,859
3558
$131K ﹤0.01%
+1,818
3559
$129K ﹤0.01%
+30,524
3560
$127K ﹤0.01%
15,792
-10,645
3561
$127K ﹤0.01%
11,756
+363
3562
$127K ﹤0.01%
3,951
-672
3563
$126K ﹤0.01%
15,454
-41,803
3564
$120K ﹤0.01%
21,730
-32,100
3565
$120K ﹤0.01%
+10,781
3566
$119K ﹤0.01%
10,099
-72,474
3567
$119K ﹤0.01%
+10,070
3568
$117K ﹤0.01%
22,962
+2,214
3569
$116K ﹤0.01%
37,644
+3,240
3570
$115K ﹤0.01%
11,765
-1,081
3571
$115K ﹤0.01%
+10,786
3572
$111K ﹤0.01%
13,640
+640
3573
$108K ﹤0.01%
416
-334
3574
$108K ﹤0.01%
12,377
+1,117
3575
$106K ﹤0.01%
+20,397