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
1051
$17.5M 0.01%
25,619
+888
1052
$17.4M 0.01%
198,033
+956
1053
$17.3M 0.01%
5,217,440
+3,202,770
1054
$17.3M 0.01%
755,535
-55,778
1055
$17.3M 0.01%
516,134
+23,030
1056
$17.3M 0.01%
2,314,435
+39,903
1057
$17.3M 0.01%
1,427,997
-38,712
1058
$17.3M 0.01%
969,919
-63,357
1059
$17.2M 0.01%
523,801
-96,644
1060
$17.2M 0.01%
160,398
+2,175
1061
$17.2M 0.01%
755,132
-30,556
1062
$17.1M 0.01%
712,920
+159,822
1063
$17.1M 0.01%
296,661
+144,873
1064
$17.1M 0.01%
881,348
-139,972
1065
$17.1M 0.01%
909,361
+12,323
1066
$17.1M 0.01%
439,398
-35,342
1067
$17.1M 0.01%
2,801,193
-1,058,440
1068
$17M 0.01%
536,595
+22,047
1069
$17M 0.01%
93,980
-35,033
1070
$17M 0.01%
121,424
+7,667
1071
$17M 0.01%
26,828
+735
1072
$17M 0.01%
283,130
+15,445
1073
$17M 0.01%
2,084,901
+5,911
1074
$17M 0.01%
+540,360
1075
$17M 0.01%
902,472
+414,091