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
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$377M
3 +$363M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
5
HAL icon
Halliburton
HAL
+$346M

Top Sells

1 +$833M
2 +$383M
3 +$352M
4
NXPI icon
NXP Semiconductors
NXPI
+$326M
5
EA icon
Electronic Arts
EA
+$262M

Sector Composition

1 Technology 15.26%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$12.6M 0.01%
1,153,288
-34,440
1352
$12.5M 0.01%
237,478
+87,481
1353
$12.5M 0.01%
262,464
-100,029
1354
$12.5M 0.01%
182,907
+4,315
1355
$12.5M 0.01%
306,266
+18,755
1356
$12.5M 0.01%
141,128
-6,870
1357
$12.5M 0.01%
330,653
+110,122
1358
$12.5M 0.01%
168,816
+25,939
1359
$12.5M 0.01%
202,428
+1,780
1360
$12.4M 0.01%
268,963
+12,292
1361
$12.4M 0.01%
233,462
-12,705
1362
$12.4M 0.01%
223,696
+13,160
1363
$12.4M 0.01%
271,661
+24,671
1364
$12.4M 0.01%
258,494
-97,690
1365
$12.4M 0.01%
197,811
+14,442
1366
$12.4M 0.01%
144,903
+2,666
1367
$12.4M 0.01%
12,674
+856
1368
$12.4M 0.01%
550,986
+6,849
1369
$12.3M 0.01%
278,202
+68,976
1370
$12.3M 0.01%
111,764
+13,998
1371
$12.3M 0.01%
306,387
+17,983
1372
$12.2M 0.01%
354,322
-69,757
1373
$12.2M 0.01%
257,923
+25,400
1374
$12.2M 0.01%
446,755
+40,035
1375
$12.2M 0.01%
1,813,134
+19,188