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
1251
$15.1M 0.01%
295,270
+64,333
1252
$15M 0.01%
415,817
-1,571
1253
$15M 0.01%
101,837
-6,198
1254
$15M 0.01%
285,936
+63,120
1255
$15M 0.01%
558,719
+9,550
1256
$14.9M 0.01%
2,951,794
-169,473
1257
$14.9M 0.01%
83,193
+12,057
1258
$14.9M 0.01%
383,312
-5,597
1259
$14.8M 0.01%
386,041
+55,388
1260
$14.8M 0.01%
203,324
+28,034
1261
$14.8M 0.01%
313,092
-84,696
1262
$14.8M 0.01%
435,830
-41,581
1263
$14.8M 0.01%
350,615
+2,990
1264
$14.8M 0.01%
441,331
-82,674
1265
$14.8M 0.01%
710,499
+450,594
1266
$14.7M 0.01%
952,642
+83,730
1267
$14.7M 0.01%
289,222
-130,730
1268
$14.7M 0.01%
123,960
+18,953
1269
$14.7M 0.01%
20,405
+203
1270
$14.7M 0.01%
1,152,670
+339,990
1271
$14.7M 0.01%
491,608
+3,999
1272
$14.7M 0.01%
605,659
+280,887
1273
$14.7M 0.01%
142,213
+1,085
1274
$14.7M 0.01%
283,122
+11,697
1275
$14.6M 0.01%
312,463
+34,261