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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$23.3M 0.01%
125,347
+106,047
1277
$23.2M 0.01%
67,773
+8,995
1278
$23.1M 0.01%
70,547
+22,164
1279
$23.1M 0.01%
223,434
+57,818
1280
$23.1M 0.01%
327,080
-13,927
1281
$23.1M 0.01%
1,193,673
+529,423
1282
$23.1M 0.01%
371,820
-26,175
1283
$23.1M 0.01%
85,502
+6,495
1284
$23M 0.01%
471,276
+142,123
1285
$23M 0.01%
1,336,343
-20,593
1286
$22.9M 0.01%
517,813
+154,584
1287
$22.9M 0.01%
444,383
+97,746
1288
$22.9M 0.01%
485,855
+155,012
1289
$22.9M 0.01%
206,762
+105,168
1290
$22.7M 0.01%
240,524
-91,504
1291
$22.7M 0.01%
1,321,765
-177,702
1292
$22.6M 0.01%
88,787
+5,314
1293
$22.6M 0.01%
851,092
-20,881
1294
$22.5M 0.01%
177,602
+101,974
1295
$22.5M 0.01%
401,160
+201,904
1296
$22.5M 0.01%
267,512
+2,182
1297
$22.4M 0.01%
1,158,450
+265,971
1298
$22.4M 0.01%
525,280
-97,195
1299
$22.3M 0.01%
513,446
+3,207
1300
$22.2M 0.01%
462,696
+5,068