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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$24M 0.01%
387,017
-796,825
1052
$24M 0.01%
240,476
+17,734
1053
$23.8M 0.01%
230,247
+5,000
1054
$23.7M 0.01%
652,432
+7,074
1055
$23.6M 0.01%
+1,121,104
1056
$23.6M 0.01%
153,498
+152,087
1057
$23.6M 0.01%
214,485
+8,630
1058
$23.6M 0.01%
528,719
+261,751
1059
$23.5M 0.01%
299,008
+3,062
1060
$23.5M 0.01%
3,074,976
+483,270
1061
$23.5M 0.01%
313,886
+193,435
1062
$23.5M 0.01%
228,769
-12,027
1063
$23.3M 0.01%
310,711
+281,652
1064
$23.3M 0.01%
444,898
+15,941
1065
$23.3M 0.01%
810,482
-9,958
1066
$23.2M 0.01%
710,950
-148,871
1067
$23.2M 0.01%
567,847
-2,093
1068
$23.1M 0.01%
235,856
+7,545
1069
$23.1M 0.01%
165,660
-9,251
1070
$23.1M 0.01%
134,261
-40,099
1071
$23.1M 0.01%
1,382,433
+643,053
1072
$23.1M 0.01%
600,972
-361,160
1073
$23.1M 0.01%
807,342
+19,185
1074
$23M 0.01%
355,062
-51,969
1075
$23M 0.01%
393,452
-129,085