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
1276
$12M 0.01%
414,404
-82,839
1277
$12M 0.01%
382,545
-3,220
1278
$11.9M 0.01%
366,939
-26,731
1279
$11.9M 0.01%
543,835
-6,276
1280
$11.9M 0.01%
141,191
+89,928
1281
$11.9M 0.01%
682,283
-62,286
1282
$11.9M 0.01%
535,106
-94,696
1283
$11.8M 0.01%
123,453
-19,339
1284
$11.8M 0.01%
198,576
-33,308
1285
$11.8M 0.01%
232,070
+8,197
1286
$11.8M 0.01%
1,338,416
+139,400
1287
$11.8M 0.01%
195,828
+2,545
1288
$11.8M 0.01%
465,334
-21,969
1289
$11.7M 0.01%
424,774
-153,827
1290
$11.7M 0.01%
45,366
+1,435
1291
$11.7M 0.01%
392,292
+1,424
1292
$11.7M 0.01%
827,748
+124,101
1293
$11.7M 0.01%
541,712
+209,587
1294
$11.7M 0.01%
506,497
+9,605
1295
$11.6M 0.01%
215,314
+28,347
1296
$11.6M 0.01%
121,710
-16,609
1297
$11.6M 0.01%
532,164
-15,614
1298
$11.6M 0.01%
189,601
+6,215
1299
$11.6M 0.01%
335,142
-37,672
1300
$11.6M 0.01%
247,664
-1,008