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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$16.2M 0.01%
359,072
-35,168
1202
$16.2M 0.01%
858,281
+186,509
1203
$16.2M 0.01%
623,982
-78,806
1204
$16.1M 0.01%
435,516
+16,943
1205
$16.1M 0.01%
186,873
-9,023
1206
$16.1M 0.01%
182,554
-53,675
1207
$16M 0.01%
255,708
+35,141
1208
$16M 0.01%
244,292
-26,637
1209
$16M 0.01%
430,656
+90,660
1210
$15.9M 0.01%
661,876
+13,842
1211
$15.9M 0.01%
435,414
+59,900
1212
$15.9M 0.01%
414,961
-4,600
1213
$15.9M 0.01%
344,247
+62,185
1214
$15.9M 0.01%
490,017
+22,275
1215
$15.8M 0.01%
700,176
-9,692
1216
$15.8M 0.01%
402,454
-66,301
1217
$15.8M 0.01%
1,817,832
+1,227
1218
$15.8M 0.01%
808,169
-99,966
1219
$15.8M 0.01%
341,518
-10,206
1220
$15.8M 0.01%
288,575
-5,911
1221
$15.8M 0.01%
649,506
-164,663
1222
$15.7M 0.01%
268,912
-1,690
1223
$15.7M 0.01%
420,759
-22,142
1224
$15.7M 0.01%
191,316
+151,347
1225
$15.7M 0.01%
543,286
-8,811