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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,339
New
Increased
Reduced
Closed

Top Buys

1 +$402M
2 +$289M
3 +$276M
4
BP icon
BP
BP
+$233M
5
HPQ icon
HP
HPQ
+$215M

Top Sells

1 +$568M
2 +$544M
3 +$326M
4
ACN icon
Accenture
ACN
+$322M
5
IYE icon
iShares US Energy ETF
IYE
+$277M

Sector Composition

1 Technology 14.2%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.22%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$42K ﹤0.01%
2,319
+6
3577
$42K ﹤0.01%
1,800
3578
$42K ﹤0.01%
14,464
3579
$42K ﹤0.01%
6,000
+4,000
3580
$41K ﹤0.01%
2,660
+2,500
3581
$41K ﹤0.01%
2,852
+889
3582
$41K ﹤0.01%
1,100
3583
$41K ﹤0.01%
3,700
+53
3584
$41K ﹤0.01%
1,413
+182
3585
$41K ﹤0.01%
422
+344
3586
$41K ﹤0.01%
1,630
+33
3587
$40K ﹤0.01%
+850
3588
$40K ﹤0.01%
1,500
3589
$40K ﹤0.01%
1,985
+1,071
3590
$40K ﹤0.01%
1,541
+1
3591
$40K ﹤0.01%
455
+232
3592
$40K ﹤0.01%
+1,600
3593
$40K ﹤0.01%
1,585
+400
3594
$40K ﹤0.01%
4,642
3595
$40K ﹤0.01%
2,880
+390
3596
$40K ﹤0.01%
2,205
-4,445
3597
$40K ﹤0.01%
1,934
+1,434
3598
$40K ﹤0.01%
520
-13,498
3599
$40K ﹤0.01%
8,150
3600
$40K ﹤0.01%
1,560