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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$70.5M 0.04%
575,502
-625,944
427
$70.3M 0.04%
513,073
-196,599
428
$69.9M 0.04%
2,331,976
+1,839,172
429
$69.8M 0.04%
3,501,790
-277,890
430
$69.6M 0.04%
2,355,011
+470,500
431
$69.2M 0.04%
14,081,552
-9,149,894
432
$69M 0.04%
601,847
-510,980
433
$68.9M 0.04%
972,360
-112,490
434
$68.2M 0.04%
2,527,768
+600,426
435
$67.9M 0.04%
782,540
+249,681
436
$67.5M 0.04%
1,666,279
+145,661
437
$67.5M 0.04%
6,122,726
+4,024,706
438
$67M 0.04%
554,201
+111,887
439
$66.8M 0.04%
1,626,050
-12,589
440
$66.8M 0.04%
966,306
-121,558
441
$66.7M 0.04%
1,538,812
-547,452
442
$66.4M 0.04%
1,322,141
+159,324
443
$65.3M 0.04%
4,305,644
-588,808
444
$65.1M 0.04%
1,095,852
+620,687
445
$65.1M 0.04%
2,672,082
-101,150
446
$65.1M 0.04%
+1,355,776
447
$65.1M 0.04%
628,988
+308,497
448
$64.9M 0.04%
1,037,857
+140,511
449
$64.9M 0.04%
898,693
+93,281
450
$64.7M 0.04%
712,837
-717,543