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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.17B 0.69%
10,566,170
-2,130,027
27
$1.16B 0.68%
24,503,177
-278,456
28
$1.12B 0.66%
10,582,720
-241,317
29
$1.09B 0.64%
8,571,292
+242,842
30
$1.09B 0.64%
11,040,989
-273,216
31
$1.06B 0.62%
4,281,109
+843,822
32
$1.04B 0.61%
13,161,669
+1,280,426
33
$1.04B 0.61%
7,196,206
+1,001,629
34
$958M 0.56%
61,652,810
-515,760
35
$923M 0.54%
10,485,327
-490,767
36
$913M 0.53%
11,478,341
-608,910
37
$907M 0.53%
27,768,027
-2,019,289
38
$904M 0.53%
16,884,427
+9,487,905
39
$900M 0.53%
11,877,969
+254,752
40
$894M 0.52%
3,695,173
-401,978
41
$827M 0.48%
98,367,130
+15,063,980
42
$783M 0.46%
29,219,124
-6,265,884
43
$776M 0.45%
9,024,075
-379,072
44
$725M 0.43%
13,141,313
+619,253
45
$722M 0.42%
6,700,201
-571,739
46
$713M 0.42%
571,308
-36,301
47
$710M 0.42%
12,723,529
+2,081,752
48
$704M 0.41%
6,025,775
+728,182
49
$675M 0.4%
8,539,378
+780,589
50
$653M 0.38%
8,227,065
+353,274