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
1151
$16.4M 0.01%
789,609
+182,132
1152
$16.4M 0.01%
246,165
+27,921
1153
$16.3M 0.01%
231,384
+46,756
1154
$16.3M 0.01%
354,679
-2,308
1155
$16.3M 0.01%
258,447
-181,661
1156
$16.3M 0.01%
298,736
+133,156
1157
$16.3M 0.01%
263,421
+124,349
1158
$16.3M 0.01%
677,497
+97,150
1159
$16.3M 0.01%
576,875
-101,050
1160
$16.2M 0.01%
1,117,807
-228,190
1161
$16.2M 0.01%
358,167
-109,659
1162
$16.2M 0.01%
773,118
+101,920
1163
$16.2M 0.01%
533,531
+462,081
1164
$16.2M 0.01%
1,915,891
-845,588
1165
$16.2M 0.01%
700,401
-92,313
1166
$16.2M 0.01%
337,671
+18,868
1167
$16.2M 0.01%
206,245
+136,559
1168
$16.2M 0.01%
423,655
+80,710
1169
$16.2M 0.01%
500,606
+10,022
1170
$16.1M 0.01%
1,839,863
-2,427,029
1171
$16.1M 0.01%
346,409
+197,043
1172
$16M 0.01%
359,906
+4,798
1173
$16M 0.01%
290,660
+53,429
1174
$16M 0.01%
378,393
+91,491
1175
$16M 0.01%
5,597,056
+3,031,440