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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$377M
3 +$363M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
5
HAL icon
Halliburton
HAL
+$346M

Top Sells

1 +$833M
2 +$383M
3 +$352M
4
NXPI icon
NXP Semiconductors
NXPI
+$326M
5
EA icon
Electronic Arts
EA
+$262M

Sector Composition

1 Technology 15.26%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$16.7M 0.01%
133,492
+5,780
1152
$16.6M 0.01%
213,257
+8,883
1153
$16.6M 0.01%
177,667
-8,906
1154
$16.6M 0.01%
320,542
+10,030
1155
$16.6M 0.01%
+501,315
1156
$16.6M 0.01%
270,929
+7,508
1157
$16.6M 0.01%
44,522
+8,055
1158
$16.6M 0.01%
179,940
+65,764
1159
$16.6M 0.01%
960,699
+12,625
1160
$16.5M 0.01%
338,625
-73,683
1161
$16.5M 0.01%
276,415
+18,347
1162
$16.5M 0.01%
129,105
-5,900
1163
$16.5M 0.01%
287,066
-91,944
1164
$16.4M 0.01%
195,227
-31,176
1165
$16.4M 0.01%
486,472
-14,554
1166
$16.4M 0.01%
139,217
+1,241
1167
$16.3M 0.01%
162,475
-46,767
1168
$16.3M 0.01%
310,986
+84,466
1169
$16.2M 0.01%
336,437
-106,065
1170
$16.2M 0.01%
607,638
+2,077
1171
$16.2M 0.01%
1,125,508
+736,395
1172
$16.1M 0.01%
498,319
+25,665
1173
$16.1M 0.01%
171,428
+6,736
1174
$16.1M 0.01%
467,742
+115,397
1175
$16.1M 0.01%
141,966
-79,792