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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$15.6M 0.01%
276,476
+1,842
1252
$15.6M 0.01%
131,641
-1,663
1253
$15.6M 0.01%
379,135
-362,153
1254
$15.5M 0.01%
1,002,734
-55,030
1255
$15.4M 0.01%
685,136
-15,040
1256
$15.4M 0.01%
354,122
+8,514
1257
$15.4M 0.01%
315,788
+60,127
1258
$15.4M 0.01%
852,068
+550,373
1259
$15.4M 0.01%
978,542
-5,072
1260
$15.3M 0.01%
253,421
+17,601
1261
$15.3M 0.01%
589,895
+37,935
1262
$15.2M 0.01%
284,967
+285
1263
$15.2M 0.01%
384,366
-18,088
1264
$15.2M 0.01%
424,991
-167,111
1265
$15.2M 0.01%
437,195
-174,118
1266
$15.2M 0.01%
726,216
-95,497
1267
$15.2M 0.01%
100,582
+9,424
1268
$15.1M 0.01%
165,669
+9,514
1269
$15.1M 0.01%
510,528
+144,276
1270
$15.1M 0.01%
1,477,348
-79,407
1271
$15.1M 0.01%
196,803
-18,971
1272
$15.1M 0.01%
559,613
+88,644
1273
$15.1M 0.01%
821,842
+23,445
1274
$15M 0.01%
259,570
-2,933
1275
$15M 0.01%
703,411
-441,268