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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$15.8M 0.01%
102,913
+1,189
1127
$15.8M 0.01%
294,192
+330
1128
$15.7M 0.01%
182,067
+21,758
1129
$15.7M 0.01%
669,394
-2,591
1130
$15.7M 0.01%
421,374
+200,337
1131
$15.7M 0.01%
45,001
-4,458
1132
$15.7M 0.01%
662,453
+130,289
1133
$15.7M 0.01%
319,600
+219,600
1134
$15.6M 0.01%
509,826
-26,397
1135
$15.6M 0.01%
275,034
-59,764
1136
$15.5M 0.01%
402,191
+88,139
1137
$15.5M 0.01%
324,776
-86,964
1138
$15.5M 0.01%
490,584
+55,320
1139
$15.5M 0.01%
347,585
-5,041
1140
$15.5M 0.01%
356,987
-2,677
1141
$15.4M 0.01%
229,229
+3,939
1142
$15.4M 0.01%
491,213
-46,054
1143
$15.4M 0.01%
325,995
+288,252
1144
$15.4M 0.01%
629,765
+1,985
1145
$15.4M 0.01%
543,760
-386,066
1146
$15.4M 0.01%
284,701
+60,664
1147
$15.4M 0.01%
664,200
+146,230
1148
$15.3M 0.01%
1,147,826
-645,444
1149
$15.3M 0.01%
272,690
+3,530
1150
$15.3M 0.01%
1,055,727
+227,979