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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$825M 0.37%
12,648,649
+1,014,856
52
$824M 0.37%
15,579,799
+2,737,310
53
$814M 0.36%
9,546,858
+652,903
54
$790M 0.35%
8,416,144
-1,565,622
55
$747M 0.33%
11,667,409
+1,816,283
56
$746M 0.33%
6,054,569
-190,587
57
$743M 0.33%
7,926,506
+986,682
58
$741M 0.33%
14,842,150
-1,910,033
59
$737M 0.33%
8,808,294
-134,183
60
$723M 0.32%
9,287,633
-47,802
61
$721M 0.32%
1,924,202
-547,612
62
$697M 0.31%
4,903,198
-52,421
63
$688M 0.31%
4,639,102
-419,177
64
$685M 0.31%
3,188,385
-37,796
65
$681M 0.31%
11,952,276
+163,452
66
$679M 0.3%
17,168,082
-827,916
67
$676M 0.3%
3,106,217
+229,419
68
$672M 0.3%
7,596,954
-694,192
69
$667M 0.3%
6,139,196
+240,923
70
$667M 0.3%
17,263,625
+491,055
71
$654M 0.29%
3,133,384
+1,806,053
72
$644M 0.29%
11,031,576
+1,100,508
73
$643M 0.29%
5,854,590
+192,637
74
$611M 0.27%
14,324,575
+1,310,027
75
$603M 0.27%
8,224,471
+201,417