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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$46.9M 0.02%
458,505
-73,585
652
$46.8M 0.02%
612,426
+47,181
653
$46.7M 0.02%
37,260
-929
654
$46.6M 0.02%
1,945,759
+150,373
655
$46.6M 0.02%
634,230
-27,243
656
$46.4M 0.02%
762,138
-9,910
657
$46.2M 0.02%
623,705
+55,946
658
$46.1M 0.02%
1,012,733
+19,709
659
$45.6M 0.02%
1,001,154
-2,815
660
$45.5M 0.02%
1,132,520
+82,236
661
$45.3M 0.02%
713,299
+24,090
662
$45.1M 0.02%
1,072,457
-57,250
663
$45M 0.02%
518,034
-2,352,273
664
$44.7M 0.02%
2,079,751
+1,577,116
665
$44.5M 0.02%
1,265,909
-915,561
666
$44.5M 0.02%
1,148,946
+249,769
667
$44.4M 0.02%
2,776,113
+331,530
668
$44.2M 0.02%
550,421
-100,885
669
$44.1M 0.02%
1,252,747
+203,275
670
$44M 0.02%
1,321,190
+72,463
671
$43.9M 0.02%
697,234
+156,252
672
$43.9M 0.02%
3,375,426
+893,897
673
$43.6M 0.02%
435,411
+9,264
674
$43.3M 0.02%
679,907
-22,331
675
$43.3M 0.02%
1,986,662
+63,039