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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$40.2M 0.02%
331,243
-264,328
627
$40.2M 0.02%
1,176,175
-219,418
628
$40.1M 0.02%
305,378
-12,543
629
$39.9M 0.02%
286,030
-66,791
630
$39.8M 0.02%
1,926,842
+470,413
631
$39.8M 0.02%
767,515
+240,626
632
$39.8M 0.02%
358,483
+141,646
633
$39.8M 0.02%
5,807,747
-1,927,772
634
$39.7M 0.02%
512,336
+93,160
635
$39.7M 0.02%
471,750
-468
636
$39.4M 0.02%
616,622
-178,128
637
$39.2M 0.02%
311,160
-136,109
638
$39M 0.02%
844,100
-206,706
639
$38.8M 0.02%
1,043,874
-40,469
640
$38.8M 0.02%
389,732
+276,340
641
$38.4M 0.02%
3,163,436
+927,856
642
$38.4M 0.02%
279,575
-46,184
643
$38.3M 0.02%
582,094
-84,216
644
$38.2M 0.02%
822,426
+141,266
645
$38M 0.02%
691,634
+58,830
646
$37.9M 0.02%
1,006,607
-49,774
647
$37.8M 0.02%
121,097
-34,139
648
$37.6M 0.02%
599,073
+157,438
649
$37.6M 0.02%
509,004
-147,625
650
$37.5M 0.02%
1,069,499
-372,801