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
$223B
AUM Growth
+$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,836
New
Increased
Reduced
Closed

Top Buys

1 +$489M
2 +$314M
3 +$305M
4
DOW icon
Dow Inc
DOW
+$299M
5
AZO icon
AutoZone
AZO
+$239M

Top Sells

1 +$306M
2 +$291M
3 +$289M
4
MSFT icon
Microsoft
MSFT
+$269M
5
JNJ icon
Johnson & Johnson
JNJ
+$239M

Sector Composition

1 Technology 18.4%
2 Financials 12.97%
3 Healthcare 11.29%
4 Consumer Discretionary 8.44%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
-21,916
3627
-65,961
3628
-227,053
3629
-54,574
3630
-3,512
3631
-43,900
3632
-799
3633
-29,044
3634
-69,971
3635
-1,073
3636
-5,030
3637
-23,002
3638
-160,873
3639
-92,040
3640
-15,614
3641
-8,217
3642
-3,747
3643
-106,880
3644
-174,800
3645
-50,492
3646
-12,620
3647
-43,455
3648
-39,508
3649
-28,750
3650
-15,490