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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$169M 0.05%
3,283,668
-129,015
377
$169M 0.05%
1,013,675
+47,096
378
$169M 0.05%
7,524,027
+4,627,593
379
$168M 0.05%
1,219,134
+927,092
380
$167M 0.05%
2,080,661
+55,175
381
$167M 0.05%
3,039,359
-984,108
382
$166M 0.05%
3,475,448
+2,875,565
383
$166M 0.05%
3,247,700
+69,685
384
$165M 0.05%
2,114,828
+95,673
385
$165M 0.05%
1,368,949
+56,178
386
$165M 0.05%
894,445
-90,343
387
$164M 0.05%
262,315
-16,106
388
$163M 0.04%
601,686
+3,331
389
$163M 0.04%
1,203,967
-100,693
390
$161M 0.04%
53,757
+2,404
391
$161M 0.04%
810,064
+53,379
392
$159M 0.04%
687,554
-155,745
393
$158M 0.04%
2,411,707
+239,090
394
$157M 0.04%
3,132,426
-70,529
395
$156M 0.04%
2,259,982
-221,922
396
$156M 0.04%
714,050
+47,676
397
$155M 0.04%
3,418,407
-351,307
398
$155M 0.04%
1,268,211
-84,101
399
$154M 0.04%
2,692,059
-152,787
400
$153M 0.04%
1,914,891
-256,839