Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

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
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$697M 0.41%
14,924,196
-309,637
52
$690M 0.4%
8,682,039
-1,297,608
53
$663M 0.39%
7,662,081
-762,713
54
$658M 0.39%
9,300,359
-295,835
55
$645M 0.38%
10,963,487
+1,060,173
56
$643M 0.38%
44,424,900
+9,813,590
57
$637M 0.37%
80,233,670
+6,647,510
58
$610M 0.36%
3,267,571
-579,917
59
$606M 0.36%
8,973,929
-7,527
60
$604M 0.35%
4,178,516
-412,062
61
$599M 0.35%
20,622,152
+627,338
62
$595M 0.35%
10,296,645
-2,271,194
63
$584M 0.34%
13,801,419
+1,805,941
64
$565M 0.33%
2,601,281
-30,393
65
$557M 0.33%
12,410,051
+2,256,753
66
$550M 0.32%
5,456,204
-1,562,303
67
$550M 0.32%
9,163,356
-436,828
68
$549M 0.32%
15,021,326
+386,775
69
$542M 0.32%
2,785,737
+27,496
70
$518M 0.3%
5,801,848
-83,535
71
$516M 0.3%
25,232,598
-1,195,992
72
$516M 0.3%
5,590,591
-1,124,774
73
$512M 0.3%
10,096,017
+3,181,726
74
$507M 0.3%
9,897,105
+186,495
75
$499M 0.29%
4,367,741
-486