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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$12.7M 0.01%
300,947
-168,311
1377
$12.7M 0.01%
553,321
-92,870
1378
$12.7M 0.01%
180,431
-348,577
1379
$12.7M 0.01%
673,943
+45,909
1380
$12.6M 0.01%
73,571
+3,965
1381
$12.6M 0.01%
457,131
+10,376
1382
$12.6M 0.01%
69,978
+18,726
1383
$12.6M 0.01%
411,589
+71,031
1384
$12.6M 0.01%
470,969
+6,498
1385
$12.6M 0.01%
232,557
-25,776
1386
$12.5M 0.01%
314,256
-25,014
1387
$12.5M 0.01%
194,840
-9,867
1388
$12.5M 0.01%
215,774
+29,340
1389
$12.5M 0.01%
380,766
+72,130
1390
$12.5M 0.01%
312,606
+3,766
1391
$12.5M 0.01%
148,313
-13,265
1392
$12.5M 0.01%
272,366
-1,216
1393
$12.4M 0.01%
660,168
+102,276
1394
$12.4M 0.01%
271,662
-1,061,800
1395
$12.4M 0.01%
718,220
-2,705
1396
$12.4M 0.01%
268,923
-360,035
1397
$12.4M 0.01%
323,893
-6,211
1398
$12.3M 0.01%
254,048
-14,915
1399
$12.3M 0.01%
80,740
-2,825
1400
$12.3M 0.01%
1,231,974
+54,390