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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$12.5M 0.01%
1,117,533
+103,934
1352
$12.5M 0.01%
700,687
-1,724
1353
$12.4M 0.01%
79,681
+20,477
1354
$12.4M 0.01%
560,739
+18,919
1355
$12.4M 0.01%
604,587
+231,793
1356
$12.4M 0.01%
153,689
+2,338
1357
$12.3M 0.01%
238,380
+126,639
1358
$12.3M 0.01%
1,044,895
+36,817
1359
$12.3M 0.01%
485,600
+10,190
1360
$12.3M 0.01%
301,335
-506,993
1361
$12.2M 0.01%
36,467
-12,022
1362
$12.2M 0.01%
20,395
+4,222
1363
$12.2M 0.01%
148,289
+526
1364
$12.2M 0.01%
182,431
+143,646
1365
$12.2M 0.01%
200,648
+17,638
1366
$12.2M 0.01%
720,972
+56,574
1367
$12.2M 0.01%
43,496
+1,319
1368
$12.1M 0.01%
435,019
+81,319
1369
$12.1M 0.01%
335,544
+66,231
1370
$12.1M 0.01%
150,515
+11,606
1371
$12.1M 0.01%
469,281
+13,345
1372
$12.1M 0.01%
178,592
+7,285
1373
$12.1M 0.01%
403,376
+16,244
1374
$12.1M 0.01%
2,968,831
+320,943
1375
$12.1M 0.01%
165,029
+4,165