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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$377M
3 +$363M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
5
HAL icon
Halliburton
HAL
+$346M

Top Sells

1 +$833M
2 +$383M
3 +$352M
4
NXPI icon
NXP Semiconductors
NXPI
+$326M
5
EA icon
Electronic Arts
EA
+$262M

Sector Composition

1 Technology 15.26%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$723M 0.36%
386,365
-5,504
52
$720M 0.36%
9,281,474
+64,780
53
$715M 0.36%
5,054,731
-277,617
54
$712M 0.36%
15,972,845
-4,378,030
55
$707M 0.35%
4,421,369
-161,912
56
$705M 0.35%
9,698,379
-304,132
57
$680M 0.34%
8,497,071
+540,895
58
$672M 0.34%
26,623,248
+1,823,481
59
$671M 0.34%
5,274,393
+24,219
60
$667M 0.33%
15,623,103
+8,105,286
61
$655M 0.33%
7,522,131
+75,964
62
$655M 0.33%
5,982,443
+948,003
63
$638M 0.32%
18,904,038
+3,174,388
64
$616M 0.31%
4,022,728
-391,368
65
$611M 0.31%
16,935,318
+102,728
66
$606M 0.3%
6,994,430
-1,187,954
67
$603M 0.3%
3,604,702
+194,448
68
$602M 0.3%
5,672,744
+371,811
69
$599M 0.3%
3,229,504
-103,257
70
$598M 0.3%
3,022,041
-228,044
71
$594M 0.3%
10,066,002
-427,526
72
$590M 0.3%
10,703,107
-3,084,773
73
$590M 0.3%
4,043,001
-108,758
74
$587M 0.29%
19,665,232
+7,045,713
75
$582M 0.29%
11,871,615
-401,593