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
3576
$248K ﹤0.01%
7,771
-632
3577
$248K ﹤0.01%
11,514
+91
3578
$248K ﹤0.01%
131,279
+40
3579
$248K ﹤0.01%
8,987
+239
3580
$246K ﹤0.01%
3,632
+467
3581
$243K ﹤0.01%
40,370
-1,258
3582
$243K ﹤0.01%
+10,623
3583
$242K ﹤0.01%
43,130
3584
$241K ﹤0.01%
12,879
3585
$241K ﹤0.01%
15,535
+2,095
3586
$240K ﹤0.01%
4,782
-2,473
3587
$236K ﹤0.01%
+9,668
3588
$234K ﹤0.01%
+7,657
3589
$234K ﹤0.01%
17,900
3590
$233K ﹤0.01%
62,853
+2,922
3591
$233K ﹤0.01%
25,580
-2,160
3592
$232K ﹤0.01%
+8,894
3593
$232K ﹤0.01%
21,277
-10,547
3594
$231K ﹤0.01%
+19,415
3595
$231K ﹤0.01%
3,753
-15,306
3596
$224K ﹤0.01%
+22,099
3597
$223K ﹤0.01%
29,642
-12,025
3598
$222K ﹤0.01%
+8,100
3599
$222K ﹤0.01%
42,977
+25,477
3600
$220K ﹤0.01%
+11,141