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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$20.3M 0.01%
+1,470
1277
$20.3M 0.01%
333,776
+13,181
1278
$20.2M 0.01%
1,391,348
+73,564
1279
$20.2M 0.01%
1,731,674
+60,475
1280
$20.2M 0.01%
683,333
+37,077
1281
$20.2M 0.01%
+2,500
1282
$20.2M 0.01%
+1,294
1283
$20.1M 0.01%
763,475
+84,703
1284
$20.1M 0.01%
235,463
-22,202
1285
$20.1M 0.01%
2,316,560
+608,427
1286
$20M 0.01%
+800
1287
$20M 0.01%
172,724
+931
1288
$20M 0.01%
344,933
+6,289
1289
$20M 0.01%
1,187,276
+105,541
1290
$19.9M 0.01%
1,029,804
-68,770
1291
$19.9M 0.01%
393,723
+8,105
1292
$19.9M 0.01%
125,853
+24,018
1293
$19.8M 0.01%
248,040
+3,773
1294
$19.8M 0.01%
191,955
-362,821
1295
$19.8M 0.01%
276,902
+4,690
1296
$19.8M 0.01%
431,787
+316,939
1297
$19.7M 0.01%
69,707
+4,966
1298
$19.7M 0.01%
658,328
-82,485
1299
$19.7M 0.01%
454,580
+117,753
1300
$19.7M 0.01%
14,037
+3,748