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
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$335M
3 +$278M
4
QCOM icon
Qualcomm
QCOM
+$236M
5
SO icon
Southern Company
SO
+$235M

Top Sells

1 +$466M
2 +$466M
3 +$436M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$415M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.57%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$106K ﹤0.01%
41,906
-6,571
3752
$105K ﹤0.01%
+367
3753
$103K ﹤0.01%
14,772
-1,626
3754
$103K ﹤0.01%
+13,131
3755
$103K ﹤0.01%
54,483
-975
3756
$102K ﹤0.01%
11,270
-30
3757
$102K ﹤0.01%
29,600
3758
$101K ﹤0.01%
+12,112
3759
$101K ﹤0.01%
12,127
-99,502
3760
$99.9K ﹤0.01%
14,147
-3,306
3761
$99K ﹤0.01%
30,101
+18,719
3762
$98.5K ﹤0.01%
14,196
-220
3763
$98.5K ﹤0.01%
11,082
+500
3764
$97.7K ﹤0.01%
10,401
-1,895
3765
$97K ﹤0.01%
14,990
-2,650
3766
$96.1K ﹤0.01%
25,090
-391
3767
$95.1K ﹤0.01%
+10,193
3768
$92.9K ﹤0.01%
+13,586
3769
$91.7K ﹤0.01%
11,835
-750
3770
$86K ﹤0.01%
68,219
+1,944
3771
$85.3K ﹤0.01%
10,955
-1,754
3772
$84.3K ﹤0.01%
22,480
3773
$83.7K ﹤0.01%
72,166
-53,665
3774
$83.5K ﹤0.01%
10,231
-105,696
3775
$83.1K ﹤0.01%
+1,026