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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$593M 0.26%
13,150,767
-3,155,505
77
$587M 0.26%
6,537,717
-565,074
78
$586M 0.26%
1,969,760
+209,626
79
$579M 0.26%
2,769,305
+85,024
80
$564M 0.25%
3,273,211
-211,581
81
$558M 0.25%
3,558,703
+933,754
82
$557M 0.25%
13,591,809
+1,286,067
83
$556M 0.25%
11,113,267
+6,022,521
84
$556M 0.25%
6,510,376
+949,332
85
$546M 0.24%
10,689,003
-314,912
86
$527M 0.23%
1,782,964
-403,999
87
$526M 0.23%
11,937,471
+14,055
88
$517M 0.23%
6,188,305
-847,076
89
$504M 0.22%
3,575,392
-1,940,559
90
$497M 0.22%
6,274,292
-1,913,884
91
$497M 0.22%
1,615,689
+227,381
92
$496M 0.22%
9,349,070
+4,963,881
93
$495M 0.22%
1,152,622
+298,056
94
$489M 0.22%
7,058,184
+2,612,205
95
$486M 0.21%
7,681,719
+106,123
96
$479M 0.21%
6,731,239
+417,725
97
$478M 0.21%
6,188,598
-590,433
98
$468M 0.21%
8,334,323
-913,440
99
$467M 0.21%
3,120,174
+74,463
100
$467M 0.21%
7,650,140
+1,390,313