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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$30.8M 0.01%
557,000
+193,400
777
$30.8M 0.01%
403,701
+33,982
778
$30.7M 0.01%
485,730
-57,366
779
$30.7M 0.01%
1,059,184
+146,425
780
$30.6M 0.01%
286,810
+115,968
781
$30.6M 0.01%
302,628
+8,764
782
$30.6M 0.01%
394,104
-13,647
783
$30.5M 0.01%
564,288
+25,260
784
$30.4M 0.01%
1,052,426
+212,428
785
$30.4M 0.01%
133,210
+105,848
786
$30.4M 0.01%
633,359
+424,571
787
$30.3M 0.01%
1,351,477
+49,806
788
$30.3M 0.01%
975,819
-1,223,484
789
$30.3M 0.01%
570,941
+181,812
790
$30.2M 0.01%
881,008
+872,876
791
$30.2M 0.01%
270,244
-110,749
792
$30.2M 0.01%
848,141
-24,208
793
$30.2M 0.01%
900,937
+98,328
794
$30.2M 0.01%
2,160,447
+91,730
795
$30.2M 0.01%
1,092,107
-173,161
796
$30M 0.01%
987,457
-1,004,682
797
$30M 0.01%
421,913
+129,139
798
$30M 0.01%
254,228
+6,295
799
$29.9M 0.01%
272,611
+50,905
800
$29.9M 0.01%
763,720
+8,764