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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$21.1M 0.01%
598,282
+35,602
1027
$21.1M 0.01%
241,298
+59,119
1028
$21.1M 0.01%
983,685
+325,272
1029
$21M 0.01%
533,767
+14,556
1030
$21M 0.01%
308,591
-8,143
1031
$21M 0.01%
335,039
+49,867
1032
$21M 0.01%
234,548
+5,239
1033
$20.9M 0.01%
1,111,593
-215,008
1034
$20.9M 0.01%
140,057
+1,646
1035
$20.8M 0.01%
554,561
+141,560
1036
$20.8M 0.01%
1,193,196
+56,604
1037
$20.8M 0.01%
808,087
+49,803
1038
$20.7M 0.01%
95,062
-2,678
1039
$20.7M 0.01%
1,550,340
-49,584
1040
$20.7M 0.01%
97,428
-32,006
1041
$20.7M 0.01%
95,614
-1,139
1042
$20.6M 0.01%
720,454
+127,880
1043
$20.6M 0.01%
1,187,867
-18,943
1044
$20.5M 0.01%
209,653
+3,815
1045
$20.5M 0.01%
290,238
+34,530
1046
$20.5M 0.01%
335,221
+4,604
1047
$20.5M 0.01%
522,443
-16,046
1048
$20.5M 0.01%
290,300
-10,214
1049
$20.5M 0.01%
174,704
-131,283
1050
$20.5M 0.01%
1,200,874
+21,469