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
3726
$192K ﹤0.01%
719
-2,057
3727
$191K ﹤0.01%
8,536
+1,778
3728
$190K ﹤0.01%
50,884
-13,150
3729
$189K ﹤0.01%
20,240
+1,856
3730
$187K ﹤0.01%
11,389
+952
3731
$184K ﹤0.01%
14,275
-3,761
3732
$184K ﹤0.01%
67,265
-28,421
3733
$184K ﹤0.01%
+14,197
3734
$184K ﹤0.01%
13,604
3735
$183K ﹤0.01%
15,753
+1,474
3736
$181K ﹤0.01%
29,741
-53,311
3737
$180K ﹤0.01%
46,548
-11,700
3738
$179K ﹤0.01%
43,465
+15,797
3739
$177K ﹤0.01%
+11,261
3740
$175K ﹤0.01%
23,826
+2,215
3741
$173K ﹤0.01%
76,795
-53,105
3742
$168K ﹤0.01%
+10,766
3743
$168K ﹤0.01%
50,601
+2,401
3744
$167K ﹤0.01%
53,747
+16,275
3745
$167K ﹤0.01%
+37,907
3746
$167K ﹤0.01%
+18,763
3747
$166K ﹤0.01%
67,199
3748
$166K ﹤0.01%
116,316
+1,240
3749
$166K ﹤0.01%
17,930
+300
3750
$165K ﹤0.01%
+11,285