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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$21.4M 0.01%
83,958
-2,160
1127
$21.4M 0.01%
318,097
+97,681
1128
$21.4M 0.01%
247,664
-4,697
1129
$21.4M 0.01%
227,160
+3,274
1130
$21.4M 0.01%
485,072
+7,092
1131
$21.4M 0.01%
1,828,623
-16,431
1132
$21.4M 0.01%
88,304
-1,046
1133
$21.3M 0.01%
127,612
+54,949
1134
$21.3M 0.01%
212,674
+32,212
1135
$21.2M 0.01%
214,473
+67,224
1136
$21.2M 0.01%
2,033,761
-72,361
1137
$21.1M 0.01%
1,157,564
-19,357
1138
$21M 0.01%
244,611
+13,805
1139
$21M 0.01%
425,640
-910
1140
$21M 0.01%
1,109,024
+41,380
1141
$21M 0.01%
255,672
+17,433
1142
$20.9M 0.01%
665,114
+13,388
1143
$20.9M 0.01%
555,782
-400
1144
$20.9M 0.01%
1,914,125
+4,160
1145
$20.8M 0.01%
257,111
+100,399
1146
$20.8M 0.01%
434,985
-16,970
1147
$20.8M 0.01%
622,497
-615,884
1148
$20.8M 0.01%
566,590
-79,346
1149
$20.8M 0.01%
430,852
+20,632
1150
$20.7M 0.01%
343,770
+213,237