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
1101
$21.9M 0.01%
740,813
-284,283
1102
$21.9M 0.01%
94,867
-106,604
1103
$21.8M 0.01%
1,171,736
-1,524,396
1104
$21.8M 0.01%
+585,313
1105
$21.8M 0.01%
344,613
+29,468
1106
$21.7M 0.01%
+369,195
1107
$21.7M 0.01%
755,794
-512,112
1108
$21.6M 0.01%
320,595
+40,717
1109
$21.6M 0.01%
94,736
-2,447
1110
$21.5M 0.01%
67,090
+1,277
1111
$21.5M 0.01%
306,578
+4,460
1112
$21.5M 0.01%
622,146
+28,913
1113
$21.4M 0.01%
1,199,173
-140,517
1114
$21.4M 0.01%
2,742,702
-51,681
1115
$21.4M 0.01%
136,889
-81,343
1116
$21.3M 0.01%
1,369,844
+149,839
1117
$21.3M 0.01%
506,108
+20,344
1118
$21.2M 0.01%
604,042
+6,684
1119
$21.2M 0.01%
238,558
+9,935
1120
$21.2M 0.01%
577,853
+72,435
1121
$21.1M 0.01%
206,266
-181
1122
$21.1M 0.01%
838,290
+58,459
1123
$21M 0.01%
199,030
-3,444
1124
$21M 0.01%
275,848
+24,142
1125
$21M 0.01%
1,115,982
-54,930