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
$241B
AUM Growth
+$17.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$470M
2 +$421M
3 +$241M
4
MDT icon
Medtronic
MDT
+$231M
5
VFC icon
VF Corp
VFC
+$214M

Top Sells

1 +$450M
2 +$389M
3 +$271M
4
NKE icon
Nike
NKE
+$268M
5
SCHW icon
Charles Schwab
SCHW
+$257M

Sector Composition

1 Technology 19.98%
2 Financials 13.01%
3 Healthcare 11.2%
4 Industrials 8.14%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-1,031,100
3702
-215,228
3703
-588,961
3704
-992,594
3705
-109,685
3706
-122,583
3707
-557,998
3708
-554,047
3709
-535,704
3710
-140,823
3711
-693,846
3712
-692,412
3713
-299,844
3714
-39,402
3715
-18,241
3716
-10,767
3717
-18,726
3718
-10,525
3719
-11,055
3720
-18,200
3721
-58,928
3722
-12,888
3723
-69,387
3724
-31,673
3725
-10,317