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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$15.3M 0.01%
422,422
-36,560
1052
$15.3M 0.01%
344,435
+65,410
1053
$15.3M 0.01%
437,382
-53,240
1054
$15.3M 0.01%
302,136
-78,500
1055
$15.3M 0.01%
241,912
+7,974
1056
$15.2M 0.01%
379,769
-768,687
1057
$15.2M 0.01%
2,296,730
+44,200
1058
$15.2M 0.01%
695,870
-513,124
1059
$15.2M 0.01%
280,441
-7,602
1060
$15.1M 0.01%
354,082
-344,578
1061
$15M 0.01%
566,820
-183,342
1062
$15M 0.01%
328,428
-62,554
1063
$15M 0.01%
397,880
-131,869
1064
$15M 0.01%
1,086,668
+386,184
1065
$14.9M 0.01%
374,032
-37,262
1066
$14.9M 0.01%
422,983
+9,342
1067
$14.9M 0.01%
235,334
-104,075
1068
$14.9M 0.01%
209,512
+12,289
1069
$14.9M 0.01%
941,907
+788,277
1070
$14.8M 0.01%
97,967
-6,706
1071
$14.8M 0.01%
712,418
-9,911
1072
$14.8M 0.01%
322,157
-46,207
1073
$14.8M 0.01%
1,180,167
+178,577
1074
$14.8M 0.01%
229,034
+3,048
1075
$14.8M 0.01%
415,754
+12,808