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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-40,658
3802
-15,028
3803
-25,832
3804
-24,282
3805
-159,890
3806
-489,816
3807
-60,220
3808
-72,104
3809
-14,863
3810
-28,709
3811
-367,076
3812
-1,109,851
3813
-195,739
3814
-2,680,493
3815
-106,393
3816
-122,755
3817
-208,397
3818
-27,038
3819
-53,707
3820
-10,431
3821
-62,014
3822
-400,428
3823
-180,632
3824
-167,967
3825
-45,626