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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$12.9M 0.01%
188,260
-42,192
1277
$12.9M 0.01%
1,228,879
-703,390
1278
$12.9M 0.01%
838,214
+85,591
1279
$12.9M 0.01%
390,524
-648,294
1280
$12.8M 0.01%
306,945
+174,665
1281
$12.8M 0.01%
271,807
+164,943
1282
$12.8M 0.01%
1,090,900
+4,689
1283
$12.8M 0.01%
269,693
+7,425
1284
$12.8M 0.01%
605,716
-42,211
1285
$12.7M 0.01%
657,411
+9,536
1286
$12.7M 0.01%
1,133,860
+126,836
1287
$12.7M 0.01%
304,687
+7,928
1288
$12.7M 0.01%
440,557
-334,896
1289
$12.7M 0.01%
396,710
-5,721
1290
$12.7M 0.01%
289,697
+11,644
1291
$12.7M 0.01%
512,178
-121,663
1292
$12.6M 0.01%
184,994
-407,633
1293
$12.6M 0.01%
397,881
-165,206
1294
$12.5M 0.01%
694,630
-103,750
1295
$12.5M 0.01%
206,152
-24,829
1296
$12.5M 0.01%
504,890
-19,633
1297
$12.5M 0.01%
1,010,475
+173,221
1298
$12.4M 0.01%
184,880
+1,929
1299
$12.4M 0.01%
114,175
+1,252
1300
$12.4M 0.01%
115,585
+31,563