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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$969M 0.26%
4,523,324
+12,664
77
$965M 0.26%
4,065,308
+435,093
78
$963M 0.26%
2,054,781
-170,526
79
$955M 0.26%
4,212,054
+275,102
80
$945M 0.26%
6,280,632
+1,304,199
81
$941M 0.25%
4,754,950
+459,704
82
$928M 0.25%
8,278,094
-987,563
83
$903M 0.24%
1,942,658
+31,545
84
$884M 0.24%
7,729,598
-76,466
85
$864M 0.23%
11,893,429
+3,179,308
86
$859M 0.23%
10,914,712
-293,735
87
$855M 0.23%
6,249,416
-3,811,935
88
$851M 0.23%
3,516,537
-169,112
89
$846M 0.23%
5,130,517
+57,322
90
$846M 0.23%
4,402,741
-91,667
91
$839M 0.23%
1,409,940
-143,818
92
$832M 0.23%
8,284,944
+408,551
93
$828M 0.22%
2,271,191
-2,704,532
94
$821M 0.22%
4,808,994
+863,219
95
$813M 0.22%
11,623,872
+2,254,610
96
$801M 0.22%
4,546,497
-208,437
97
$789M 0.21%
4,550,247
-283,801
98
$774M 0.21%
195,408
-607
99
$765M 0.21%
10,797,097
+182,130
100
$757M 0.2%
1,120,690
+57,567