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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$43.9K ﹤0.01%
5,611
3752
$43.1K ﹤0.01%
1,627
-200
3753
$42.5K ﹤0.01%
+17,713
3754
$41.3K ﹤0.01%
15,450
+398
3755
$39.1K ﹤0.01%
+10,337
3756
$37.5K ﹤0.01%
11,324
-314,887
3757
$36.2K ﹤0.01%
22,470
3758
$34.8K ﹤0.01%
17,500
3759
$34.7K ﹤0.01%
11,721
-1,249
3760
$33.8K ﹤0.01%
28,872
-11,076
3761
$33.2K ﹤0.01%
1,489
-6,728
3762
$32.4K ﹤0.01%
379
-4
3763
$28.6K ﹤0.01%
21,157
+1,157
3764
$27K ﹤0.01%
75,274
+63,800
3765
$23.8K ﹤0.01%
10,000
-15,000
3766
$23.6K ﹤0.01%
23,660
3767
$23.4K ﹤0.01%
+17,300
3768
$19.5K ﹤0.01%
+18,771
3769
$19.2K ﹤0.01%
10,439
3770
$18.3K ﹤0.01%
607
-528
3771
$18K ﹤0.01%
517
3772
$17K ﹤0.01%
763
-30
3773
$16.3K ﹤0.01%
15,100
3774
$15.4K ﹤0.01%
+12,285
3775
$13.3K ﹤0.01%
20,353