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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$265K ﹤0.01%
+5,915
3552
$265K ﹤0.01%
31,184
+6,757
3553
$265K ﹤0.01%
+14,407
3554
$265K ﹤0.01%
23,003
+1,729
3555
$265K ﹤0.01%
18,760
-1,500
3556
$264K ﹤0.01%
9,721
+381
3557
$264K ﹤0.01%
5,164
-133
3558
$264K ﹤0.01%
40,465
-54,193
3559
$263K ﹤0.01%
32,672
+15,390
3560
$263K ﹤0.01%
43,833
-391
3561
$262K ﹤0.01%
9,358
-1,236
3562
$261K ﹤0.01%
+11,800
3563
$260K ﹤0.01%
136,300
+29,300
3564
$259K ﹤0.01%
+11,900
3565
$259K ﹤0.01%
+34,805
3566
$259K ﹤0.01%
5,893
-352
3567
$258K ﹤0.01%
20,614
-634
3568
$258K ﹤0.01%
68,359
-1,543
3569
$256K ﹤0.01%
39,525
+20,000
3570
$254K ﹤0.01%
6,929
+650
3571
$253K ﹤0.01%
22,113
+10,769
3572
$253K ﹤0.01%
+8,711
3573
$251K ﹤0.01%
31,241
-380
3574
$250K ﹤0.01%
4,961
-27
3575
$248K ﹤0.01%
6,087
-3