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
1351
$11.5M 0.01%
196,474
+4,760
1352
$11.5M 0.01%
1,204,106
-47,550
1353
$11.5M 0.01%
344,039
-34,733
1354
$11.5M 0.01%
537,825
-100,816
1355
$11.5M 0.01%
+161,252
1356
$11.5M 0.01%
104,365
+5,070
1357
$11.5M 0.01%
272,585
-814
1358
$11.5M 0.01%
1,271,206
-3,789
1359
$11.5M 0.01%
161,108
-67,312
1360
$11.5M 0.01%
+225,851
1361
$11.4M 0.01%
151,848
-128,876
1362
$11.3M 0.01%
314,124
-12,466
1363
$11.3M 0.01%
355,001
+12,194
1364
$11.3M 0.01%
210,958
+4,090
1365
$11.3M 0.01%
134,778
-19,767
1366
$11.2M 0.01%
98,006
-10
1367
$11.2M 0.01%
240,762
+5,380
1368
$11.2M 0.01%
451,089
-1,835
1369
$11.2M 0.01%
468,252
-20,693
1370
$11.2M 0.01%
357,980
-148,498
1371
$11.2M 0.01%
1,237,948
+105,643
1372
$11.2M 0.01%
215,428
-35,191
1373
$11.2M 0.01%
175,027
-140,803
1374
$11.1M 0.01%
276,816
-24,214
1375
$11.1M 0.01%
246,517
-12,621