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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$371K ﹤0.01%
37,883
+9,240
3552
$370K ﹤0.01%
31,709
+529
3553
$369K ﹤0.01%
32,381
-6,950
3554
$368K ﹤0.01%
+14,231
3555
$368K ﹤0.01%
9,954
-236
3556
$367K ﹤0.01%
31,221
-62
3557
$364K ﹤0.01%
28,700
-1,500
3558
$364K ﹤0.01%
5,789
+221
3559
$361K ﹤0.01%
62,334
+12,468
3560
$360K ﹤0.01%
14,686
+3,735
3561
$358K ﹤0.01%
+11,748
3562
$357K ﹤0.01%
+1,812
3563
$356K ﹤0.01%
+22,989
3564
$352K ﹤0.01%
6,980
+768
3565
$352K ﹤0.01%
+17,358
3566
$350K ﹤0.01%
+4,817
3567
$350K ﹤0.01%
14,632
+225
3568
$349K ﹤0.01%
44,343
+16,332
3569
$348K ﹤0.01%
65,114
+6,097
3570
$348K ﹤0.01%
+6,399
3571
$348K ﹤0.01%
24,930
+6,157
3572
$347K ﹤0.01%
+7,516
3573
$345K ﹤0.01%
6,430
+5,476
3574
$345K ﹤0.01%
61,043
+11,012
3575
$344K ﹤0.01%
14,418
+651