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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$471M
2 +$438M
3 +$409M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$363M
5
HPE icon
Hewlett Packard
HPE
+$317M

Top Sells

1 +$700M
2 +$609M
3 +$544M
4
MCHP icon
Microchip Technology
MCHP
+$529M
5
BDX icon
Becton Dickinson
BDX
+$501M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.43%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$311K ﹤0.01%
74,383
+18,999
3552
$306K ﹤0.01%
173,127
-94,370
3553
$306K ﹤0.01%
+17,419
3554
$305K ﹤0.01%
15,890
+3,735
3555
$304K ﹤0.01%
28,643
+8,377
3556
$303K ﹤0.01%
+3,251
3557
$302K ﹤0.01%
12,882
-2,505
3558
$301K ﹤0.01%
4,264
-126
3559
$301K ﹤0.01%
14,405
3560
$301K ﹤0.01%
2,653
-2
3561
$300K ﹤0.01%
15,358
-163
3562
$300K ﹤0.01%
7,462
+856
3563
$297K ﹤0.01%
605
3564
$296K ﹤0.01%
8,638
+1,191
3565
$296K ﹤0.01%
+10,404
3566
$295K ﹤0.01%
16,289
+877
3567
$295K ﹤0.01%
19,238
-2,531
3568
$295K ﹤0.01%
4,733
-117
3569
$293K ﹤0.01%
28,770
-14,178
3570
$292K ﹤0.01%
22,429
-848
3571
$292K ﹤0.01%
+11,663
3572
$291K ﹤0.01%
30,671
+10,519
3573
$290K ﹤0.01%
18,153
-1,851
3574
$287K ﹤0.01%
126,292
+28,490
3575
$286K ﹤0.01%
27,619
-3,078