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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$653M 0.38%
8,637,923
-431,046
52
$643M 0.38%
1,878,497
+10,918
53
$642M 0.38%
10,364,784
+3,562,980
54
$627M 0.37%
7,406,734
-1,178,005
55
$607M 0.36%
24,957,474
+1,168,275
56
$600M 0.35%
2,348,780
+446,918
57
$600M 0.35%
18,277,904
-7,745,963
58
$585M 0.34%
+5,454,483
59
$584M 0.34%
4,998,823
+1,400,027
60
$584M 0.34%
12,652,780
-1,753,070
61
$581M 0.34%
21,602,698
-223,606
62
$561M 0.33%
27,440,286
+6,487,932
63
$558M 0.33%
10,746,472
-276,940
64
$554M 0.32%
5,788,384
-523,051
65
$553M 0.32%
8,332,434
+378,887
66
$545M 0.32%
20,965,213
+15,064,236
67
$527M 0.31%
12,097,088
+1,718,788
68
$519M 0.3%
5,304,501
+1,771,050
69
$506M 0.3%
7,573,609
+655,290
70
$494M 0.29%
3,777,534
+25,345
71
$490M 0.29%
9,037,163
-2,682,630
72
$488M 0.29%
4,281,217
+986,364
73
$486M 0.29%
9,537,379
-175,910
74
$479M 0.28%
8,855,899
-824,434
75
$476M 0.28%
6,278,887
+1,025,739