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
1001
$19.3M 0.01%
902,326
+468,939
1002
$19.2M 0.01%
55,714
-4,123
1003
$19.2M 0.01%
789,658
-32,508
1004
$19.2M 0.01%
259,052
-178,457
1005
$19M 0.01%
170,317
+96,814
1006
$18.9M 0.01%
442,149
-77,438
1007
$18.9M 0.01%
252,376
-10,455
1008
$18.9M 0.01%
1,558,176
-351,432
1009
$18.9M 0.01%
409,907
-4,200
1010
$18.9M 0.01%
427,383
-169,237
1011
$18.7M 0.01%
588,211
-7,140
1012
$18.7M 0.01%
232,672
+59,173
1013
$18.6M 0.01%
304,181
+26,222
1014
$18.6M 0.01%
353,011
+11,216
1015
$18.6M 0.01%
774,383
+480,492
1016
$18.6M 0.01%
232,812
-3,154
1017
$18.5M 0.01%
1,952,080
-479,364
1018
$18.5M 0.01%
627,965
+141,688
1019
$18.4M 0.01%
26,928
-600
1020
$18.4M 0.01%
356,131
+56,028
1021
$18.4M 0.01%
313,200
+37,000
1022
$18.4M 0.01%
374,292
-80,263
1023
$18.3M 0.01%
17,917
+4,369
1024
$18.3M 0.01%
427,469
-167,547
1025
$18.3M 0.01%
120,438
+9,452