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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1
+$1.07B
2
+$987M
3
+$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1
+$519M
2
+$517M
3
+$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.36%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14B 0.59%
9,984,167
+801,881
27
$2.03B 0.56%
12,592,746
+1,275,051
28
$1.97B 0.55%
10,807,172
+5,405,578
29
$1.93B 0.53%
4,055,911
+126,003
30
$1.86B 0.51%
15,886,520
+1,902,880
31
$1.85B 0.51%
3,716,599
+468,958
32
$1.82B 0.5%
4,494,141
+471,742
33
$1.77B 0.49%
13,130,217
+2,665,628
34
$1.76B 0.49%
8,721,878
+911,124
35
$1.73B 0.48%
27,982,770
-508,261
36
$1.67B 0.46%
17,787,331
-620,204
37
$1.63B 0.45%
15,761,541
-459,870
38
$1.6B 0.44%
8,608,853
+1,660,181
39
$1.53B 0.42%
2,391,158
-53,584
40
$1.52B 0.42%
11,463,681
+1,092,071
41
$1.51B 0.42%
25,575,902
+2,122,880
42
$1.45B 0.4%
3,638,539
+155,060
43
$1.44B 0.4%
8,205,722
+902,953
44
$1.43B 0.4%
9,109,006
-437,034
45
$1.42B 0.39%
8,192,440
+1,286,696
46
$1.39B 0.38%
16,157,144
+1,547,039
47
$1.37B 0.38%
13,525,753
+2,963,269
48
$1.37B 0.38%
5,157,983
+304,958
49
$1.29B 0.36%
4,369,332
+317,389
50
$1.27B 0.35%
6,110,662
+49,652
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