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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$13M 0.01%
381,610
+12,100
1202
$13M 0.01%
337,704
+32,660
1203
$13M 0.01%
301,750
+49,555
1204
$13M 0.01%
95,025
+22,701
1205
$13M 0.01%
496,275
+62,516
1206
$13M 0.01%
514,161
-43,981
1207
$13M 0.01%
428,953
-46,149
1208
$13M 0.01%
1,434,480
+260,790
1209
$12.9M 0.01%
324,749
-21,260
1210
$12.9M 0.01%
266,527
-3,486
1211
$12.9M 0.01%
134,011
-18,548
1212
$12.9M 0.01%
294,048
-13,880
1213
$12.9M 0.01%
574,806
+268,789
1214
$12.9M 0.01%
1,334,062
+13,115
1215
$12.8M 0.01%
34,657
+5,541
1216
$12.8M 0.01%
1,118,173
+41,566
1217
$12.8M 0.01%
160,793
+4,050
1218
$12.7M 0.01%
561,090
-2,530,667
1219
$12.7M 0.01%
127,021
-3,301
1220
$12.7M 0.01%
341,009
+29,392
1221
$12.7M 0.01%
184,032
-3,504
1222
$12.7M 0.01%
162,500
-15,000
1223
$12.7M 0.01%
272,779
+28,631
1224
$12.7M 0.01%
1,351,081
-142,932
1225
$12.7M 0.01%
362,259
+104,724