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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$17.4M 0.01%
596,776
+20,239
1102
$17.4M 0.01%
1,715,577
+3,905
1103
$17.4M 0.01%
288,884
+16,194
1104
$17.4M 0.01%
341,000
+21,400
1105
$17.4M 0.01%
1,393,146
-330,963
1106
$17.4M 0.01%
250,265
+21,036
1107
$17.4M 0.01%
334,768
-15,335
1108
$17.4M 0.01%
398,427
+54,731
1109
$17.3M 0.01%
282,243
-10,435,760
1110
$17.3M 0.01%
233,290
+47,952
1111
$17.2M 0.01%
437,943
+71,225
1112
$17.2M 0.01%
412,308
-74,433
1113
$17.1M 0.01%
320,682
+47,737
1114
$17.1M 0.01%
104,265
+3,477
1115
$17.1M 0.01%
511,815
-280,325
1116
$17.1M 0.01%
437,274
-309,488
1117
$17.1M 0.01%
135,005
+5,212
1118
$17M 0.01%
+312,719
1119
$17M 0.01%
356,184
+30,189
1120
$17M 0.01%
545,530
+132,785
1121
$17M 0.01%
272,656
-31,944
1122
$17M 0.01%
625,792
-149,190
1123
$16.9M 0.01%
439,120
-51,420
1124
$16.9M 0.01%
1,700,370
-62,592
1125
$16.9M 0.01%
423,904
+95,189