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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$19.2M 0.01%
450,012
+2,824
1327
$19.2M 0.01%
239,219
-401,226
1328
$19.1M 0.01%
204,908
+6,404
1329
$19.1M 0.01%
394,160
+52,338
1330
$19.1M 0.01%
202,626
-2,719
1331
$19.1M 0.01%
223,678
+76,092
1332
$19.1M 0.01%
86,270
+10,816
1333
$19.1M 0.01%
+500
1334
$19.1M 0.01%
233,628
-173,095
1335
$19.1M 0.01%
282,218
+62,951
1336
$19M 0.01%
229,456
-29,948
1337
$19M 0.01%
197,998
+24,286
1338
$19M 0.01%
294,964
+1,857
1339
$19M 0.01%
702,815
-40,175
1340
$19M 0.01%
514,205
-8,505
1341
$19M 0.01%
181,615
+12,404
1342
$19M 0.01%
329,821
+3,993
1343
$18.9M 0.01%
612,017
+155,835
1344
$18.9M 0.01%
145,304
+392
1345
$18.8M 0.01%
663,571
-17,658
1346
$18.8M 0.01%
564,040
+20,168
1347
$18.7M 0.01%
539,106
-20,596
1348
$18.7M 0.01%
198,574
+6,030
1349
$18.7M 0.01%
883,070
+125,986
1350
$18.7M 0.01%
534,460
-33,387