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
3801
$25.9K ﹤0.01%
10,010
-500
3802
$25.7K ﹤0.01%
+26,700
3803
$24.4K ﹤0.01%
341
-21
3804
$23.3K ﹤0.01%
11,804
-2,414
3805
$21.5K ﹤0.01%
10,865
+650
3806
$20.8K ﹤0.01%
530
3807
$20K ﹤0.01%
18,000
-6
3808
$16.9K ﹤0.01%
22,388
-9,434
3809
$16.1K ﹤0.01%
43,000
3810
$13.1K ﹤0.01%
1,872
-229
3811
$12K ﹤0.01%
10,311
-1,720
3812
$6.84K ﹤0.01%
600
-140
3813
$6.03K ﹤0.01%
1,500
3814
$4.93K ﹤0.01%
13,123
3815
$4.8K ﹤0.01%
1,009
-296
3816
$4.67K ﹤0.01%
+733
3817
$4.56K ﹤0.01%
51
-10
3818
$2.92K ﹤0.01%
15,000
3819
$2.77K ﹤0.01%
1,875
3820
$2.58K ﹤0.01%
1,391
+870
3821
$2.31K ﹤0.01%
14,228
-16,117
3822
$663 ﹤0.01%
+101
3823
-10,033
3824
-31,386
3825
-7,631