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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$471M
2 +$438M
3 +$409M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$363M
5
HPE icon
Hewlett Packard
HPE
+$317M

Top Sells

1 +$700M
2 +$609M
3 +$544M
4
MCHP icon
Microchip Technology
MCHP
+$529M
5
BDX icon
Becton Dickinson
BDX
+$501M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.43%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$21.8M 0.01%
453,107
-157,633
1277
$21.7M 0.01%
530,964
-75,736
1278
$21.7M 0.01%
364,189
-30,141
1279
$21.7M 0.01%
109,965
-17,219
1280
$21.6M 0.01%
1,025,315
-167,308
1281
$21.6M 0.01%
443,974
+63,761
1282
$21.6M 0.01%
214,214
+117,499
1283
$21.5M 0.01%
461,026
-14,511
1284
$21.5M 0.01%
141,857
+84,443
1285
$21.4M 0.01%
297,463
-12,750
1286
$21.4M 0.01%
335,715
-92,797
1287
$21.4M 0.01%
1,218,951
+22,431
1288
$21.4M 0.01%
510,681
+220,392
1289
$21.3M 0.01%
243,218
+26,199
1290
$21.3M 0.01%
1,613,363
-200,831
1291
$21.2M 0.01%
419,058
-70,775
1292
$21.1M 0.01%
151,608
-14,682
1293
$21.1M 0.01%
843,228
-264,082
1294
$21.1M 0.01%
368,889
-51,886
1295
$21.1M 0.01%
156,582
-3,209
1296
$21M 0.01%
592,688
-15,024
1297
$21M 0.01%
577,556
+344,296
1298
$21M 0.01%
191,278
-16,833
1299
$20.9M 0.01%
110,246
-22,933
1300
$20.9M 0.01%
206,807
+9,603