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
1301
$20.8M 0.01%
813,184
-633,336
1302
$20.8M 0.01%
299,404
-62,951
1303
$20.7M 0.01%
314,568
+157,833
1304
$20.7M 0.01%
169,160
+9,311
1305
$20.7M 0.01%
155,467
+73,124
1306
$20.7M 0.01%
545,750
+8,680
1307
$20.7M 0.01%
221,664
+164,574
1308
$20.7M 0.01%
455,626
+32,266
1309
$20.6M 0.01%
1,184,731
+593,191
1310
$20.5M 0.01%
345,884
-67,190
1311
$20.4M 0.01%
189,845
+52,491
1312
$20.4M 0.01%
195,719
-404
1313
$20.3M 0.01%
178,123
-17,025
1314
$20.3M 0.01%
128,707
-4,465
1315
$20.3M 0.01%
361,499
+665
1316
$20.3M 0.01%
2,245,108
-70,736
1317
$20.2M 0.01%
43,357
-763
1318
$20.2M 0.01%
1,319,266
-155,172
1319
$20.1M 0.01%
1,619,115
+141,067
1320
$20.1M 0.01%
824,020
+438,700
1321
$20M 0.01%
604,312
+252,001
1322
$20M 0.01%
348,850
-22,016
1323
$19.9M 0.01%
935,825
-27,964
1324
$19.9M 0.01%
131,226
-1,711
1325
$19.9M 0.01%
811,976
-40,444