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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$52.9M 0.02%
1,398,907
+3,170
652
$52.8M 0.02%
693,068
+21,752
653
$52.8M 0.02%
865,740
+16,538
654
$52.7M 0.02%
809,767
-30,128
655
$52.6M 0.02%
721,007
+94,973
656
$52.5M 0.02%
1,144,599
-1,185,480
657
$52.4M 0.02%
262,027
+1,499
658
$52.4M 0.02%
562,801
-23,383
659
$52.1M 0.02%
2,516,597
+723,628
660
$52M 0.02%
995,005
-2,733
661
$52M 0.02%
11,227,288
-1,320,025
662
$51.6M 0.02%
671,899
+143,203
663
$51.5M 0.02%
266,508
-65,556
664
$51.5M 0.02%
3,174,920
+433,911
665
$51.3M 0.02%
322,659
-9,514
666
$51.3M 0.02%
595,639
+44,333
667
$51.2M 0.02%
1,472,966
+359,006
668
$51M 0.02%
185,999
-66,432
669
$50.8M 0.02%
791,774
+51,310
670
$50.3M 0.02%
973,500
+518,500
671
$50.3M 0.02%
1,378,672
+414,860
672
$50.2M 0.02%
535,012
-110,515
673
$50.1M 0.02%
227,250
-15,506
674
$50M 0.02%
+3,045,493
675
$50M 0.02%
1,415,809
+44,305