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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$20M 0.01%
373,444
-7,129
1052
$19.9M 0.01%
288,528
-21,308
1053
$19.9M 0.01%
764,172
+264,966
1054
$19.8M 0.01%
279,696
+3,936
1055
$19.8M 0.01%
154,358
-40,134
1056
$19.8M 0.01%
1,358,556
+12,177
1057
$19.7M 0.01%
198,805
-1,702
1058
$19.7M 0.01%
298,852
-31,918
1059
$19.7M 0.01%
455,281
-41,013
1060
$19.7M 0.01%
378,816
+3,015
1061
$19.6M 0.01%
484,689
-25,083
1062
$19.6M 0.01%
604,683
+163,408
1063
$19.5M 0.01%
116,394
-778,401
1064
$19.5M 0.01%
651,920
+150,880
1065
$19.5M 0.01%
2,544,499
-282,107
1066
$19.5M 0.01%
429,496
-21,451
1067
$19.5M 0.01%
300,134
+39,994
1068
$19.4M 0.01%
1,721,991
+95,528
1069
$19.4M 0.01%
236,629
-13,191
1070
$19.4M 0.01%
810,256
-26,733
1071
$19.3M 0.01%
311,089
-616,321
1072
$19.3M 0.01%
223,320
-134,222
1073
$19.3M 0.01%
477,624
+1,656
1074
$19.3M 0.01%
556,748
-33,658
1075
$19.3M 0.01%
300,216
-3,654