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
$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
726
$32.4M 0.02%
364,776
+168,305
727
$32.4M 0.02%
1,463,410
+928,898
728
$32.4M 0.02%
292,726
+65,084
729
$32.3M 0.02%
407,711
+35,175
730
$32.3M 0.02%
414,253
+19,831
731
$32.2M 0.02%
363,190
+185,836
732
$32.2M 0.02%
370,138
+111,691
733
$32M 0.02%
13,278
-2,147
734
$32M 0.02%
911,234
-404,765
735
$31.9M 0.02%
320,880
+15,271
736
$31.8M 0.02%
577,494
-374,093
737
$31.8M 0.02%
655,583
+113,516
738
$31.8M 0.02%
346,525
-34,227
739
$31.8M 0.02%
442,081
+29,786
740
$31.7M 0.02%
1,446,116
-68,313
741
$31.6M 0.02%
957,061
+121,958
742
$31.6M 0.02%
1,660,037
-350,501
743
$31.5M 0.02%
428,422
+71,357
744
$31.2M 0.02%
802,180
-7,694
745
$31.1M 0.02%
329,164
-18,520
746
$31M 0.02%
446,742
-9,892
747
$31M 0.02%
368,446
-40,232
748
$31M 0.02%
244,351
-12,639
749
$31M 0.02%
3,286,930
-308,317
750
$30.8M 0.02%
2,923,745
+240,021