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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$23.5M 0.01%
512,997
-97,478
1177
$23.4M 0.01%
964,502
+645,421
1178
$23.4M 0.01%
1,274,586
+181,145
1179
$23.4M 0.01%
73,297
+2,301
1180
$23.4M 0.01%
606,700
+66,202
1181
$23.3M 0.01%
1,215,413
+74,024
1182
$23.3M 0.01%
1,901,835
+310,593
1183
$23.3M 0.01%
287,486
-56,092
1184
$23.2M 0.01%
170,307
-98,102
1185
$23.2M 0.01%
270,813
-421,719
1186
$23.2M 0.01%
622,660
-81,540
1187
$23.2M 0.01%
413,074
-67,709
1188
$23.2M 0.01%
743,267
+22,687
1189
$23.1M 0.01%
1,478,048
+200,546
1190
$23M 0.01%
97,971
-18,691
1191
$23M 0.01%
487,441
-35,996
1192
$22.9M 0.01%
106,547
+2,792
1193
$22.8M 0.01%
410,743
+162,091
1194
$22.7M 0.01%
456,421
-11,664
1195
$22.7M 0.01%
448,946
-24,217
1196
$22.6M 0.01%
1,106,056
-676,985
1197
$22.5M 0.01%
1,648,088
-84,358
1198
$22.5M 0.01%
91,082
-3,425
1199
$22.5M 0.01%
222,999
+52,338
1200
$22.5M 0.01%
511,124
+87,900