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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$120K ﹤0.01%
34,777
+6,706
3727
$119K ﹤0.01%
24,412
+1,739
3728
$118K ﹤0.01%
+14,195
3729
$116K ﹤0.01%
22,054
-10,978
3730
$116K ﹤0.01%
18,813
-1,528
3731
$114K ﹤0.01%
210,238
+127,228
3732
$114K ﹤0.01%
25,626
-5
3733
$113K ﹤0.01%
20,461
3734
$112K ﹤0.01%
+10,335
3735
$112K ﹤0.01%
74,228
+26,284
3736
$112K ﹤0.01%
40,242
-20,932
3737
$108K ﹤0.01%
35,500
-2,550
3738
$108K ﹤0.01%
11,556
-21,700
3739
$106K ﹤0.01%
+21,100
3740
$106K ﹤0.01%
21,001
-768
3741
$105K ﹤0.01%
+49,209
3742
$103K ﹤0.01%
+11,350
3743
$102K ﹤0.01%
33,628
+12,458
3744
$101K ﹤0.01%
+22,238
3745
$100K ﹤0.01%
116,751
+35,340
3746
$97.6K ﹤0.01%
16,370
+1,380
3747
$96.7K ﹤0.01%
48,856
-345
3748
$95.7K ﹤0.01%
15,094
-5,354
3749
$95.6K ﹤0.01%
20,423
+7,864
3750
$95.2K ﹤0.01%
13,132
-3,763