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
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$13.2M 0.01%
1,132,367
+300,923
1352
$13.2M 0.01%
843,827
-343,449
1353
$13.2M 0.01%
555,546
-7,553
1354
$13.2M 0.01%
169,654
+10,249
1355
$13.2M 0.01%
466,300
-19,700
1356
$13.2M 0.01%
367,887
+60,981
1357
$13.1M 0.01%
299,894
-29,927
1358
$13.1M 0.01%
252,592
+7,653
1359
$13.1M 0.01%
17,665
-3,352
1360
$13.1M 0.01%
109,196
-40,495
1361
$13.1M 0.01%
78,626
+3,460
1362
$13M 0.01%
218,483
-76,481
1363
$13M 0.01%
96,569
+13,713
1364
$13M 0.01%
494,391
+103,275
1365
$13M 0.01%
1,098,005
-28,926
1366
$12.9M 0.01%
603,266
-19,622
1367
$12.9M 0.01%
218,873
+38,309
1368
$12.9M 0.01%
383,120
-3,456
1369
$12.9M 0.01%
304,018
-31,371
1370
$12.9M 0.01%
403,955
+55,663
1371
$12.9M 0.01%
371,677
+59,655
1372
$12.8M 0.01%
117,952
-6,464
1373
$12.8M 0.01%
48,097
+611
1374
$12.8M 0.01%
471,528
+44,169
1375
$12.8M 0.01%
424,803
+79,336