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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$26.1M 0.01%
125,914
+38,367
1202
$26M 0.01%
116,085
+19,560
1203
$25.9M 0.01%
615,236
+180,388
1204
$25.9M 0.01%
141,662
+607
1205
$25.9M 0.01%
14,790
+3,027
1206
$25.9M 0.01%
369,833
+262,359
1207
$25.9M 0.01%
494,811
-74,381
1208
$25.9M 0.01%
858,868
+43,494
1209
$25.9M 0.01%
434,947
-17,604
1210
$25.8M 0.01%
334,948
+132,626
1211
$25.8M 0.01%
189,517
+15,047
1212
$25.7M 0.01%
366,819
-6,159
1213
$25.7M 0.01%
227,599
+28,760
1214
$25.6M 0.01%
1,232,633
+157,183
1215
$25.6M 0.01%
590,661
+37,623
1216
$25.5M 0.01%
746,674
-890,491
1217
$25.5M 0.01%
380,504
+27,432
1218
$25.5M 0.01%
947,908
+290,636
1219
$25.5M 0.01%
559,582
+206,147
1220
$25.5M 0.01%
94,648
+223
1221
$25.4M 0.01%
276,593
+33,375
1222
$25.4M 0.01%
1,283,912
+201,704
1223
$25.4M 0.01%
631,127
+44,462
1224
$25.3M 0.01%
233,253
+82,401
1225
$25.3M 0.01%
318,145
+11,115