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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$92.5M 0.05%
2,022,094
-1,369,496
352
$92.3M 0.05%
13,039,396
+2,730,199
353
$92.3M 0.05%
533,675
+86,919
354
$91.8M 0.05%
779,539
-107,346
355
$91.7M 0.05%
916,707
-585,536
356
$91.5M 0.05%
2,558,701
-342,596
357
$91.4M 0.05%
588,560
+74,897
358
$90.9M 0.05%
1,127,420
+36,702
359
$90.6M 0.05%
1,302,551
-130,687
360
$90.2M 0.05%
2,651,313
-1,976,210
361
$90.2M 0.05%
1,670,292
-478,070
362
$89.9M 0.05%
1,850,468
-1,326,652
363
$89.9M 0.05%
1,309,710
-298,996
364
$89.6M 0.05%
3,710,357
+161,404
365
$89.5M 0.05%
1,718,757
-334,366
366
$89.3M 0.05%
5,213,640
+1,171,100
367
$88.2M 0.05%
480,800
+146,763
368
$88.2M 0.05%
1,355,795
+33,975
369
$87.9M 0.05%
446,650
+148
370
$87.8M 0.05%
2,217,383
+186,736
371
$87.6M 0.05%
4,366,590
+1,482,075
372
$87.5M 0.05%
1,796,198
+35,248
373
$86M 0.05%
1,837,829
-350,712
374
$86M 0.05%
990,018
+175,754
375
$85.1M 0.04%
1,169,219
+60,556