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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$15.6K ﹤0.01%
+11,304
3952
$12.3K ﹤0.01%
10,200
+200
3953
$10.6K ﹤0.01%
15,400
+300
3954
$8.35K ﹤0.01%
+1,284
3955
$6.82K ﹤0.01%
10,439
3956
$6.21K ﹤0.01%
517
-9
3957
$4.72K ﹤0.01%
84
+3
3958
$3.8K ﹤0.01%
530
3959
$3.34K ﹤0.01%
14,514
3960
-123,757
3961
-3,886
3962
-87,483
3963
-4,977
3964
-200,000
3965
-23,291
3966
-1,373,229
3967
-178,028
3968
-86,512
3969
-22,073
3970
-1,713,738
3971
-30,938
3972
-812,929
3973
-155,054
3974
-2,467,111
3975
-20,972