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
1201
$22.3M 0.01%
231,016
-522,189
1202
$22.2M 0.01%
294,053
-221,596
1203
$22.2M 0.01%
451,609
-80,640
1204
$22.2M 0.01%
234,489
+38,976
1205
$22.1M 0.01%
398,323
+25,023
1206
$22.1M 0.01%
400,696
-31,938
1207
$22.1M 0.01%
759,394
+3,423
1208
$22M 0.01%
767,999
+229,684
1209
$22M 0.01%
298,798
-34,496
1210
$22M 0.01%
18,865
-2,718
1211
$22M 0.01%
345,339
-35,478
1212
$21.9M 0.01%
867,784
+253,843
1213
$21.8M 0.01%
152,826
-20,971
1214
$21.8M 0.01%
704,718
+2,226
1215
$21.8M 0.01%
242,359
+2,878
1216
$21.8M 0.01%
476,087
-350,882
1217
$21.7M 0.01%
183,461
-32,146
1218
$21.7M 0.01%
+1,151,012
1219
$21.7M 0.01%
1,278,328
-2,269
1220
$21.7M 0.01%
776,145
-16,874
1221
$21.6M 0.01%
395,346
-13,333
1222
$21.6M 0.01%
249,273
-22,653
1223
$21.6M 0.01%
318,671
-7,310
1224
$21.5M 0.01%
198,485
-276
1225
$21.5M 0.01%
162,464
+37,201