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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$25.5M 0.01%
1,018,064
+287,794
1152
$25.5M 0.01%
1,206,384
-431,505
1153
$25.5M 0.01%
166,097
-17,333
1154
$25.4M 0.01%
473,163
-11,402
1155
$25.4M 0.01%
426,084
+182,318
1156
$25.4M 0.01%
210,063
-168,714
1157
$25.4M 0.01%
392,623
-5,700
1158
$25.4M 0.01%
1,193,182
+1,088,076
1159
$25.3M 0.01%
192,306
+8,845
1160
$25.3M 0.01%
150,472
-9,064
1161
$25.3M 0.01%
503,247
+80,640
1162
$25.3M 0.01%
616,132
+442,200
1163
$25.3M 0.01%
60,913
-1,210
1164
$25.2M 0.01%
433,075
-265,731
1165
$25.2M 0.01%
1,009,445
+94,575
1166
$25.2M 0.01%
176,612
+65,702
1167
$25.2M 0.01%
241,336
+6,847
1168
$25.1M 0.01%
1,419,931
+331,940
1169
$25M 0.01%
91,609
+5,950
1170
$24.9M 0.01%
240,914
-1,845
1171
$24.8M 0.01%
621,943
+26,151
1172
$24.8M 0.01%
318,374
+10
1173
$24.8M 0.01%
526,890
+75,281
1174
$24.8M 0.01%
150,324
+6,791
1175
$24.8M 0.01%
189,834
-44,809