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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$241K ﹤0.01%
2,536
-2,998
3677
$240K ﹤0.01%
5,889
-115
3678
$240K ﹤0.01%
+17,088
3679
$239K ﹤0.01%
55,249
-60,223
3680
$237K ﹤0.01%
+11,268
3681
$236K ﹤0.01%
+5,326
3682
$236K ﹤0.01%
67,355
-326
3683
$234K ﹤0.01%
11,189
-1,125
3684
$233K ﹤0.01%
51,373
-35,485
3685
$232K ﹤0.01%
4,367
-548
3686
$231K ﹤0.01%
+11,304
3687
$230K ﹤0.01%
11,394
-1,293
3688
$229K ﹤0.01%
15,522
3689
$226K ﹤0.01%
8,559
+487
3690
$224K ﹤0.01%
1,433
3691
$223K ﹤0.01%
12,541
-970
3692
$223K ﹤0.01%
12,155
3693
$222K ﹤0.01%
48,851
-9,558
3694
$222K ﹤0.01%
13,763
+3,586
3695
$221K ﹤0.01%
9,902
-1,957
3696
$219K ﹤0.01%
+5,545
3697
$219K ﹤0.01%
53,278
-104,426
3698
$219K ﹤0.01%
+6,160
3699
$218K ﹤0.01%
7,190
-27,829
3700
$217K ﹤0.01%
4,356
-667