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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$73.8M 0.04%
3,041,480
+959,163
402
$73.3M 0.04%
1,215,453
+66,483
403
$73.2M 0.04%
2,023,546
+36,436
404
$73.1M 0.04%
2,800,350
+74,056
405
$73M 0.04%
2,481,581
-606,278
406
$73M 0.04%
946,715
+55,008
407
$72.6M 0.04%
1,055,851
+471,369
408
$72.5M 0.04%
2,050,486
+373,014
409
$72.2M 0.04%
627,440
-48,826
410
$71.9M 0.04%
1,423,981
+17,573
411
$71.8M 0.04%
1,258,024
+26,676
412
$71.8M 0.04%
705,337
-158,230
413
$71M 0.04%
887,061
-213,244
414
$70.9M 0.04%
3,175,901
-735,965
415
$70.6M 0.04%
1,592,910
-3,810
416
$70.6M 0.04%
754,335
-109,842
417
$70.5M 0.04%
2,265,771
-95,046
418
$70.1M 0.04%
838,651
-18,393
419
$70M 0.04%
12,145,388
+2,015,556
420
$69.8M 0.04%
561,302
+54,403
421
$69.7M 0.04%
133,290,920
+33,750,240
422
$69.7M 0.04%
1,466,312
+1,100,296
423
$69.5M 0.04%
8,257,249
-416,819
424
$69.3M 0.04%
1,632,672
-701,022
425
$69M 0.04%
1,782,123
-339,159