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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$12.6M 0.01%
4,547,547
1302
$12.6M 0.01%
179,069
-18,450
1303
$12.6M 0.01%
127,828
+30,402
1304
$12.6M 0.01%
577,848
+23,972
1305
$12.6M 0.01%
486,310
+50,536
1306
$12.5M 0.01%
222,549
-95,535
1307
$12.5M 0.01%
382,072
+8,678
1308
$12.5M 0.01%
210,267
+12,171
1309
$12.5M 0.01%
156,593
+2,223
1310
$12.5M 0.01%
892,791
-567,318
1311
$12.5M 0.01%
430,224
-19,762
1312
$12.5M 0.01%
101,922
+8,037
1313
$12.5M 0.01%
687,987
+18,662
1314
$12.4M 0.01%
640,927
+95,893
1315
$12.4M 0.01%
587,411
+176,695
1316
$12.4M 0.01%
399,053
-128,295
1317
$12.4M 0.01%
232,768
-99,299
1318
$12.4M 0.01%
224,087
-25,332
1319
$12.4M 0.01%
248,276
+18,821
1320
$12.4M 0.01%
902,776
+6,036
1321
$12.4M 0.01%
145,623
-17,410
1322
$12.4M 0.01%
133,626
-9,794
1323
$12.3M 0.01%
239,961
-253,324
1324
$12.3M 0.01%
226,811
+157,617
1325
$12.3M 0.01%
784,184
+418,507