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
3601
$220K ﹤0.01%
12,898
+4,085
3602
$219K ﹤0.01%
8,991
-720
3603
$218K ﹤0.01%
21,200
3604
$217K ﹤0.01%
+25,990
3605
$217K ﹤0.01%
28,046
-451
3606
$217K ﹤0.01%
8,808
+119
3607
$216K ﹤0.01%
+19,751
3608
$216K ﹤0.01%
+10,310
3609
$215K ﹤0.01%
63,119
+8,280
3610
$214K ﹤0.01%
7,014
-468
3611
$214K ﹤0.01%
21,408
+889
3612
$214K ﹤0.01%
+15,051
3613
$213K ﹤0.01%
4,704
-907
3614
$212K ﹤0.01%
1,378,571
-265
3615
$211K ﹤0.01%
66,420
-215,780
3616
$211K ﹤0.01%
5,650
3617
$210K ﹤0.01%
49,579
-53,677
3618
$210K ﹤0.01%
10,173
3619
$209K ﹤0.01%
6,205
-2,000
3620
$208K ﹤0.01%
+14,020
3621
$208K ﹤0.01%
19,002
-2,272
3622
$208K ﹤0.01%
4,708
-88,596
3623
$208K ﹤0.01%
2,933
+91
3624
$208K ﹤0.01%
+35,783
3625
$206K ﹤0.01%
805