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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$30.6M 0.01%
183,337
-558,772
1102
$30.6M 0.01%
1,210,594
+102,665
1103
$30.5M 0.01%
315,324
+11,335
1104
$30.5M 0.01%
288,634
+191,540
1105
$30.3M 0.01%
1,982,822
+1,028,303
1106
$30.3M 0.01%
1,137,820
-151,835
1107
$30.2M 0.01%
1,147,387
-269,032
1108
$30.1M 0.01%
128,073
-9,765
1109
$29.7M 0.01%
355,830
+1,743
1110
$29.6M 0.01%
615,179
+8,851
1111
$29.5M 0.01%
115,858
-22,808
1112
$29.5M 0.01%
+706,698
1113
$29.5M 0.01%
368,368
+233,397
1114
$29.5M 0.01%
338,115
+13,501
1115
$29.5M 0.01%
365,232
-21,834
1116
$29.5M 0.01%
782,894
-108,886
1117
$29.4M 0.01%
286,044
-16,869
1118
$29.4M 0.01%
596,962
-330,443
1119
$29.4M 0.01%
776,715
+28,921
1120
$29.3M 0.01%
150,247
-9,220
1121
$29.3M 0.01%
424,010
+13,466
1122
$29.2M 0.01%
1,112,864
-45,454
1123
$29.2M 0.01%
809,473
+15,736
1124
$29.2M 0.01%
811,440
+25,268
1125
$29.1M 0.01%
751,640
+65,966