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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,254
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$271M
3 +$269M
4
AAPL icon
Apple
AAPL
+$267M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M

Top Sells

1 +$642M
2 +$330M
3 +$290M
4
KMI icon
Kinder Morgan
KMI
+$279M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$10.3M 0.01%
1,641,180
-212,979
1402
$10.3M 0.01%
339,522
+110,067
1403
$10.3M 0.01%
182,951
-1,730
1404
$10.3M 0.01%
99,295
+1,755
1405
$10.3M 0.01%
234,465
+200,705
1406
$10.2M 0.01%
+707,348
1407
$10.2M 0.01%
1,523,091
+8,393
1408
$10.2M 0.01%
232,976
+14,924
1409
$10.2M 0.01%
507,025
-7,427
1410
$10.2M 0.01%
41,659
+2,225
1411
$10.2M 0.01%
188,177
-532
1412
$10.2M 0.01%
410,744
+28,784
1413
$10.2M 0.01%
371,934
-79,480
1414
$10.1M 0.01%
477,767
-188,218
1415
$10.1M 0.01%
649,980
-8,538
1416
$10.1M 0.01%
67,591
+12,847
1417
$10M 0.01%
170,699
+11,185
1418
$10M 0.01%
473,043
+9,748
1419
$9.99M 0.01%
543,330
-211,769
1420
$9.98M 0.01%
1,274,995
-39,300
1421
$9.97M 0.01%
285,427
+109,739
1422
$9.95M 0.01%
117,830
+18,459
1423
$9.93M 0.01%
356,175
+19,265
1424
$9.92M 0.01%
191,714
+4,075
1425
$9.92M 0.01%
252,481
+8,040