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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$916M 0.31%
7,493,361
-376,706
77
$915M 0.31%
10,015,933
-523,968
78
$907M 0.31%
2,331,124
-618,346
79
$901M 0.31%
7,489,469
+721,743
80
$891M 0.31%
5,683,821
+15,563
81
$889M 0.3%
3,349,239
+1,608,493
82
$885M 0.3%
2,357,880
+160,598
83
$868M 0.3%
3,411,490
+458,984
84
$865M 0.3%
11,156,809
-1,167,036
85
$861M 0.3%
10,298,692
+66,237
86
$844M 0.29%
1,967,282
-230,959
87
$830M 0.28%
11,465,095
-468,332
88
$820M 0.28%
8,445,140
-418,975
89
$775M 0.27%
6,726,098
+46,228
90
$768M 0.26%
6,799,105
+4,548,471
91
$760M 0.26%
11,739,193
+3,262,849
92
$760M 0.26%
1,666,366
+281,649
93
$741M 0.25%
4,973,069
-2,208,453
94
$736M 0.25%
5,258,201
-523,375
95
$732M 0.25%
3,702,013
+50,528
96
$721M 0.25%
6,191,024
+97,260
97
$705M 0.24%
16,155,346
-382,780
98
$684M 0.23%
7,725,226
-126,852
99
$683M 0.23%
6,563,404
+1,015,789
100
$671M 0.23%
13,390,998
+1,878,104