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
1251
$12.3M 0.01%
263,304
+29,877
1252
$12.3M 0.01%
374,093
-23,787
1253
$12.3M 0.01%
129,816
-77,537
1254
$12.3M 0.01%
338,777
+22,466
1255
$12.3M 0.01%
187,843
-21,916
1256
$12.3M 0.01%
321,260
+46,426
1257
$12.2M 0.01%
246,827
+133,639
1258
$12.2M 0.01%
669,346
+29,442
1259
$12.2M 0.01%
215,612
+60,166
1260
$12.2M 0.01%
144,232
+78,606
1261
$12.2M 0.01%
230,181
-164,279
1262
$12.2M 0.01%
1,399,868
+283,223
1263
$12.1M 0.01%
78,771
-44,369
1264
$12.1M 0.01%
534,187
-230,953
1265
$12.1M 0.01%
232,974
-1,275
1266
$12.1M 0.01%
994,036
+350,737
1267
$12.1M 0.01%
2,565,756
+244,922
1268
$12.1M 0.01%
319,894
-154,691
1269
$12M 0.01%
233,866
-1,987
1270
$12M 0.01%
986,918
-60,790
1271
$12M 0.01%
904,920
+822,695
1272
$12M 0.01%
337,500
-149,435
1273
$12M 0.01%
80,678
-56,796
1274
$12M 0.01%
196,779
+6,725
1275
$12M 0.01%
1,103,699
+269,973