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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Buys

1 +$520M
2 +$431M
3 +$369M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$293M
5
TMUS icon
T-Mobile US
TMUS
+$287M

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.41B 0.6%
4,557,340
+200,645
27
$1.39B 0.59%
19,797,836
-1,058,441
28
$1.37B 0.59%
24,858,767
-6,988,966
29
$1.34B 0.57%
6,208,574
-18,051
30
$1.33B 0.57%
11,121,454
-1,479,043
31
$1.32B 0.57%
55,659,080
+11,263,001
32
$1.23B 0.53%
3,371,326
+119,537
33
$1.22B 0.52%
9,112,559
+1,402,506
34
$1.19B 0.51%
4,036,991
+356,297
35
$1.11B 0.48%
21,787,226
-4,613,177
36
$1.1B 0.47%
9,155,134
+1,814,215
37
$1.08B 0.46%
7,957,003
+1,351,491
38
$1.07B 0.46%
9,062,036
+148,101
39
$1.07B 0.46%
11,699,202
-329,356
40
$1.06B 0.46%
8,031,059
-788,822
41
$1.01B 0.43%
10,563,655
+505,853
42
$1B 0.43%
6,119,001
+428,375
43
$994M 0.43%
10,253,721
+1,694,992
44
$962M 0.41%
10,533,778
+722,129
45
$949M 0.41%
8,218,031
+383,461
46
$948M 0.41%
5,311,420
-1,294,014
47
$933M 0.4%
5,356,057
-672,003
48
$933M 0.4%
17,782,075
+4,557,267
49
$870M 0.37%
6,150,230
+247,010
50
$864M 0.37%
6,792,055
+418,184