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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$471M
2 +$438M
3 +$409M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$363M
5
HPE icon
Hewlett Packard
HPE
+$317M

Top Sells

1 +$700M
2 +$609M
3 +$544M
4
MCHP icon
Microchip Technology
MCHP
+$529M
5
BDX icon
Becton Dickinson
BDX
+$501M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.43%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$99.1M 0.03%
1,212,330
-210,948
552
$99M 0.03%
1,652,946
-159,400
553
$98.7M 0.03%
882,272
-37,801
554
$98.6M 0.03%
2,908,728
+682,666
555
$98.5M 0.03%
665,206
-16,507
556
$98.5M 0.03%
998,042
-5,493
557
$98.3M 0.03%
1,888,752
-118,600
558
$98.3M 0.03%
468,086
+201,575
559
$97.8M 0.03%
1,521,159
+46,305
560
$97.8M 0.03%
812,445
-24,977
561
$97.8M 0.03%
4,344,294
-1,013,454
562
$97.6M 0.03%
1,120,591
+136,502
563
$97.5M 0.03%
5,536,077
+556,586
564
$97.4M 0.03%
1,476,832
-2,252,338
565
$97.2M 0.02%
1,864,500
-215,452
566
$96.9M 0.02%
64,623
-6,695
567
$96.7M 0.02%
237,816
+32,981
568
$96.5M 0.02%
1,522,769
-703,340
569
$96.5M 0.02%
1,333,770
-7,706
570
$96.1M 0.02%
603,597
+34,423
571
$96.1M 0.02%
986,641
-16,863
572
$96M 0.02%
908,622
-310,449
573
$95.9M 0.02%
371,872
+105,604
574
$95.9M 0.02%
1,055,233
-80,705
575
$95.8M 0.02%
2,449,598
-249,419