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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$32M 0.02%
930,595
-63,433
702
$31.9M 0.02%
257,894
-108,420
703
$31.8M 0.02%
1,377,997
+210,367
704
$31.7M 0.02%
2,402,670
-30,717
705
$31.6M 0.02%
2,385,969
+426,959
706
$31.5M 0.02%
173,311
-60,002
707
$31.3M 0.02%
1,567,430
+1,140
708
$31.3M 0.02%
1,231,523
+19,614
709
$31.2M 0.02%
724,825
+417,970
710
$31.2M 0.02%
1,702,549
+1,405,794
711
$31.2M 0.02%
1,504,953
-130,016
712
$31.1M 0.02%
697,047
+127,785
713
$31.1M 0.02%
26,647
+2,437
714
$31M 0.02%
683,236
+170,204
715
$31M 0.02%
124,622
+104,976
716
$30.9M 0.02%
256,040
+33,344
717
$30.8M 0.02%
379,821
-178,432
718
$30.7M 0.02%
643,719
+501,251
719
$30.7M 0.02%
315,988
+15,737
720
$30.5M 0.02%
390,420
-1,281,438
721
$30.5M 0.02%
384,377
+6,385
722
$30.5M 0.02%
631,995
+65,214
723
$30.4M 0.02%
211,889
-34,489
724
$30.4M 0.02%
281,922
+27,932
725
$30.3M 0.02%
789,192
+50,823