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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$17.4M ﹤0.01%
108,080
-162,108
1377
$17.3M ﹤0.01%
466,118
-13,348
1378
$17.3M ﹤0.01%
2,443,244
+123,787
1379
$17.3M ﹤0.01%
231,750
-37,755
1380
$17.3M ﹤0.01%
426,047
-23,397
1381
$17.3M ﹤0.01%
708,236
+1,557
1382
$17.2M ﹤0.01%
607,294
+4,916
1383
$17.2M ﹤0.01%
1,963,216
+1,712,951
1384
$17.2M ﹤0.01%
913,830
+727,098
1385
$17.1M ﹤0.01%
349,332
+54,342
1386
$17.1M ﹤0.01%
384,858
-146,063
1387
$17.1M ﹤0.01%
101,205
-12,449
1388
$17.1M ﹤0.01%
555,410
+41,606
1389
$17.1M ﹤0.01%
187,793
-19,602
1390
$17M ﹤0.01%
248,652
+5,223
1391
$17M ﹤0.01%
246,063
+8,141
1392
$17M ﹤0.01%
220,886
+12,129
1393
$16.9M ﹤0.01%
347,783
+165,714
1394
$16.8M ﹤0.01%
1,098,587
-18,779
1395
$16.8M ﹤0.01%
243,274
+6,880
1396
$16.8M ﹤0.01%
109,820
-8,558
1397
$16.8M ﹤0.01%
206,628
-12,840
1398
$16.8M ﹤0.01%
334,045
+19,309
1399
$16.8M ﹤0.01%
1,533,109
-12,300
1400
$16.7M ﹤0.01%
213,006
-14,928