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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$484M 0.28%
6,934,765
+174,675
77
$481M 0.28%
5,605,853
-300,494
78
$470M 0.28%
5,773,018
+188,910
79
$460M 0.27%
28,752,525
-3,431,085
80
$460M 0.27%
10,989,580
-151,362
81
$457M 0.27%
5,017,641
-2,494,899
82
$452M 0.27%
5,204,976
-631,438
83
$452M 0.27%
6,501,370
-1,475,581
84
$441M 0.26%
9,455,663
-489,539
85
$428M 0.25%
10,380,596
+6,769,383
86
$428M 0.25%
2,863,069
+1,016,175
87
$427M 0.25%
4,907,568
-555,458
88
$421M 0.25%
7,886,330
+651,876
89
$418M 0.25%
9,167,276
+673,051
90
$417M 0.25%
2,942,890
+267,564
91
$406M 0.24%
6,708,157
-3,156,646
92
$405M 0.24%
13,692,000
+4,265,776
93
$405M 0.24%
3,462,477
-119,697
94
$404M 0.24%
6,879,873
+2,057,193
95
$395M 0.23%
15,373,457
+867,193
96
$389M 0.23%
1,661,404
-202,803
97
$384M 0.23%
4,895,823
+3,456
98
$367M 0.22%
1,175,122
+81,734
99
$367M 0.22%
8,537,065
-4,220,802
100
$365M 0.21%
6,164,448
+1,736,183