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
1301
$12.3M 0.01%
208,561
+109
1302
$12.3M 0.01%
1,312,259
+488,625
1303
$12.3M 0.01%
256,855
-3,097
1304
$12.3M 0.01%
187,772
-12,327
1305
$12.3M 0.01%
664,268
-43,080
1306
$12.3M 0.01%
54,934
-2,474
1307
$12.2M 0.01%
427,302
-48,834
1308
$12.2M 0.01%
922,752
+18,591
1309
$12.2M 0.01%
616,808
+20,702
1310
$12.2M 0.01%
764,931
-319,248
1311
$12.2M 0.01%
677,157
-615,885
1312
$12.2M 0.01%
705,080
-586,336
1313
$12.2M 0.01%
358,760
+13,998
1314
$12.1M 0.01%
199,697
+24,920
1315
$12.1M 0.01%
285,631
+25,349
1316
$12.1M 0.01%
1,072,790
-167,586
1317
$12.1M 0.01%
523,933
-106,308
1318
$12.1M 0.01%
1,000,850
-1,753
1319
$12.1M 0.01%
564,795
-4,325
1320
$12.1M 0.01%
365,334
-191,833
1321
$12.1M 0.01%
345,237
+3,177
1322
$12.1M 0.01%
427,818
+34,834
1323
$12M 0.01%
381,559
-162,462
1324
$12M 0.01%
11,733
+376
1325
$12M 0.01%
214,234
-147,014