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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$35.4M 0.01%
987,648
-7,309
1002
$35.4M 0.01%
227,346
-229,972
1003
$35.3M 0.01%
1,326,932
+93,508
1004
$35.3M 0.01%
489,701
+38,047
1005
$35.1M 0.01%
509,748
+118,575
1006
$34.9M 0.01%
1,338,799
+103,358
1007
$34.8M 0.01%
271,107
-56,581
1008
$34.7M 0.01%
188,425
+41,270
1009
$34.4M 0.01%
350,663
+62,499
1010
$34.4M 0.01%
291,883
+61,860
1011
$34.4M 0.01%
156,979
+35,870
1012
$34.4M 0.01%
295,926
+13,311
1013
$34.4M 0.01%
101,948
-68,185
1014
$34.3M 0.01%
334,280
+49,674
1015
$34.3M 0.01%
1,145,378
+602,129
1016
$34.3M 0.01%
188,943
+75,430
1017
$34.1M 0.01%
356,886
+13,671
1018
$34M 0.01%
+1,716,355
1019
$33.9M 0.01%
237,170
-43,734
1020
$33.9M 0.01%
836,566
-15,961
1021
$33.9M 0.01%
529,451
-13,613
1022
$33.8M 0.01%
649,321
+167,491
1023
$33.7M 0.01%
1,037,658
+34,663
1024
$33.7M 0.01%
1,637,686
+1,246,533
1025
$33.7M 0.01%
2,098,886
+2,003,610