Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

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
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,970
New
Increased
Reduced
Closed

Top Buys

1
+$825M
2
+$339M
3
+$333M
4
PG icon
Procter & Gamble
PG
+$304M
5
PCYC
PHARMACYCLICS INC
PCYC
+$281M

Top Sells

1
+$526M
2
+$495M
3
+$384M
4
WFC icon
Wells Fargo
WFC
+$298M
5
T icon
AT&T
T
+$297M

Sector Composition

1 Technology 13.97%
2 Financials 13.89%
3 Healthcare 12.37%
4 Industrials 10.69%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$855M 0.51%
16,453,991
-2,116,574
27
$836M 0.5%
30,499,287
-695,893
28
$834M 0.5%
49,577,440
+1,712,820
29
$833M 0.5%
11,931,688
-297,328
30
$822M 0.49%
2,614,057
+152,959
31
$818M 0.49%
10,336,222
+879,728
32
$814M 0.49%
6,558,601
-2,205,224
33
$808M 0.49%
2,642,124
+191,396
34
$802M 0.48%
10,903,759
+121,890
35
$800M 0.48%
14,017,826
-457,484
36
$771M 0.46%
4,559,371
+309,535
37
$757M 0.45%
10,081,747
+2,899,377
38
$751M 0.45%
6,089,462
+276,029
39
$738M 0.44%
3,990,000
+933,054
40
$734M 0.44%
6,795,148
-651,147
41
$728M 0.44%
17,233,493
+3,979,812
42
$719M 0.43%
16,195,856
+1,051,241
43
$717M 0.43%
8,064,414
+561,830
44
$710M 0.43%
23,427,298
+318,604
45
$701M 0.42%
27,157,451
+4,001,043
46
$688M 0.41%
9,215,427
-1,819,773
47
$675M 0.41%
122,695,100
+5,674,660
48
$652M 0.39%
6,952,892
-429,160
49
$650M 0.39%
37,762,588
+4,755,383
50
$645M 0.39%
7,066,490
-148,274
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