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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$86.1M 0.05%
1,875,022
-27,103
352
$85.9M 0.05%
1,018,416
+92,517
353
$85.7M 0.05%
1,398,763
+1,654
354
$85.5M 0.05%
17,409,718
-2,244,572
355
$85M 0.05%
1,230,613
-383,351
356
$83.8M 0.05%
2,918,247
+1,350,164
357
$83.7M 0.05%
1,761,444
-146,090
358
$82.6M 0.05%
909,287
+63,655
359
$82.1M 0.05%
783,353
+57,818
360
$81.8M 0.05%
2,881,603
-16,690
361
$81.6M 0.05%
3,112,999
+2,837,257
362
$81.6M 0.05%
3,391,461
+241,811
363
$81.4M 0.05%
776,276
-15,679
364
$80.7M 0.05%
1,083,850
-284,728
365
$80.2M 0.05%
4,332,667
+2,530,280
366
$79.9M 0.05%
1,153,872
-304,344
367
$79.8M 0.05%
2,058,987
+84,107
368
$79.5M 0.05%
7,135,152
-2,040,096
369
$78.4M 0.05%
4,996,796
+723,148
370
$78.1M 0.05%
508,809
+13,546
371
$77.7M 0.05%
1,879,895
-54,533
372
$76.9M 0.05%
963,218
+205,340
373
$76.5M 0.05%
4,322,744
+536,310
374
$76.4M 0.05%
7,559,651
-492,726
375
$76.2M 0.05%
3,313,849
+20,542