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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$23.1M 0.01%
81,071
-167,882
1177
$23.1M 0.01%
377,142
-31,008
1178
$23M 0.01%
423,717
-52,839
1179
$23M 0.01%
168,361
-22,423
1180
$23M 0.01%
1,334,441
+184,330
1181
$23M 0.01%
428,910
+10,665
1182
$23M 0.01%
249,366
+7,728
1183
$23M 0.01%
914,870
+370,518
1184
$22.9M 0.01%
712,267
+19,113
1185
$22.8M 0.01%
616,116
-654,666
1186
$22.8M 0.01%
374,207
-261,826
1187
$22.8M 0.01%
999,752
+51,713
1188
$22.8M 0.01%
845,979
-257,480
1189
$22.8M 0.01%
42
+3
1190
$22.8M 0.01%
422,128
+299,789
1191
$22.7M 0.01%
453,543
+7,290
1192
$22.7M 0.01%
1,399,272
+866,906
1193
$22.7M 0.01%
2,448,316
+129,824
1194
$22.7M 0.01%
119,299
-17,603
1195
$22.6M 0.01%
85,659
+16,063
1196
$22.6M 0.01%
302,658
+83,670
1197
$22.6M 0.01%
2,543,183
+105,324
1198
$22.6M 0.01%
406,840
+27,712
1199
$22.5M 0.01%
242,759
-52,340
1200
$22.5M 0.01%
530,921
+38,795