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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$25.5M 0.01%
773,292
-73,887
827
$25.5M 0.01%
173,103
+3,910
828
$25.4M 0.01%
1,251,010
+137,520
829
$25.4M 0.01%
1,471,708
-205
830
$25.4M 0.01%
490,280
-19,211
831
$25.3M 0.01%
247,717
+5,234
832
$25.3M 0.01%
420,402
+99,466
833
$25.3M 0.01%
518,230
+310,122
834
$25.2M 0.01%
571,609
+305,122
835
$25.2M 0.01%
646,825
-32,125
836
$25.1M 0.01%
373,705
-141,071
837
$25.1M 0.01%
381,398
+300,210
838
$25.1M 0.01%
672,474
+152,391
839
$25.1M 0.01%
834,830
840
$25.1M 0.01%
149,193
-1,954
841
$25M 0.01%
1,010,226
+4,400
842
$25M 0.01%
474,084
-1,016,695
843
$24.9M 0.01%
1,600,556
-102,500
844
$24.9M 0.01%
975,702
-614,452
845
$24.9M 0.01%
202,572
-49,238
846
$24.9M 0.01%
441,434
-106,304
847
$24.8M 0.01%
893,533
+458,339
848
$24.8M 0.01%
334,322
+41,734
849
$24.8M 0.01%
217,877
+81,382
850
$24.8M 0.01%
151,376
+14,354