Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Return 20.64%
 

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 Return
+3.26%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$144B
AUM Growth
Cap. Flow
+$144B
Cap. Flow %
99.54%
Top 10 Hldgs %
11.17%
Holding
5,923
New
5,746
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AEE icon
351
Ameren
AEE
$26.8B
$85.8M 0.06%
+2,489,958
New +$85.8M
SLM icon
352
SLM Corp
SLM
$6.01B
$85.4M 0.06%
+10,450,303
New +$85.4M
SWK icon
353
Stanley Black & Decker
SWK
$11.9B
$85.4M 0.06%
+1,104,365
New +$85.4M
MRVL icon
354
Marvell Technology
MRVL
$57.8B
$85.3M 0.06%
+7,281,390
New +$85.3M
LNC icon
355
Lincoln National
LNC
$7.88B
$84.3M 0.06%
+2,312,128
New +$84.3M
NWL icon
356
Newell Brands
NWL
$2.54B
$84.2M 0.06%
+3,208,104
New +$84.2M
DEM icon
357
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
$83.8M 0.06%
+1,738,562
New +$83.8M
ANDV
358
DELISTED
Andeavor
ANDV
$83.8M 0.06%
+1,601,691
New +$83.8M
HOG icon
359
Harley-Davidson
HOG
$3.65B
$83.6M 0.06%
+1,524,546
New +$83.6M
EQT icon
360
EQT Corp
EQT
$31.9B
$83.5M 0.06%
+1,932,432
New +$83.5M
PBR.A icon
361
Petrobras Class A
PBR.A
$75.5B
$83.2M 0.06%
+5,685,377
New +$83.2M
GMCR
362
DELISTED
KEURIG GREEN MTN INC
GMCR
$83M 0.06%
+1,105,630
New +$83M
PCG icon
363
PG&E
PCG
$33.5B
$82.5M 0.06%
+1,804,641
New +$82.5M
RPM icon
364
RPM International
RPM
$16B
$82.2M 0.06%
+2,574,284
New +$82.2M
TGNA icon
365
TEGNA Inc
TGNA
$3.37B
$82.1M 0.06%
+6,416,601
New +$82.1M
BCE icon
366
BCE
BCE
$22.5B
$81.9M 0.06%
+1,998,343
New +$81.9M
LEG icon
367
Leggett & Platt
LEG
$1.35B
$81.8M 0.06%
+2,630,308
New +$81.8M
FON
368
DELISTED
SPRINT CORP FON COM
FON
$80.8M 0.06%
+11,514,161
New +$80.8M
NTRS icon
369
Northern Trust
NTRS
$24.2B
$80.6M 0.06%
+1,392,326
New +$80.6M
OHI icon
370
Omega Healthcare
OHI
$12.6B
$80.2M 0.06%
+2,586,272
New +$80.2M
MMM icon
371
3M
MMM
$81.8B
$79.8M 0.06%
+873,066
New +$79.8M
WY icon
372
Weyerhaeuser
WY
$18.1B
$79.1M 0.05%
+2,776,360
New +$79.1M
AN icon
373
AutoNation
AN
$8.42B
$78.8M 0.05%
+1,816,704
New +$78.8M
TIBX
374
DELISTED
TIBCO SOFTWARE INC
TIBX
$77.6M 0.05%
+3,627,636
New +$77.6M
TDW icon
375
Tidewater
TDW
$2.97B
$77.6M 0.05%
+42,239
New +$77.6M