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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$10.8M 0.01%
792,182
-54,464
1402
$10.8M 0.01%
224,641
-1,160
1403
$10.8M 0.01%
283,726
+192,489
1404
$10.8M 0.01%
197,236
+8,986
1405
$10.8M 0.01%
54,598
-4,749
1406
$10.8M 0.01%
97,226
+5,832
1407
$10.7M 0.01%
627,192
+15,912
1408
$10.7M 0.01%
298,710
+101,422
1409
$10.7M 0.01%
179,144
-746,164
1410
$10.7M 0.01%
889,978
-496,994
1411
$10.6M 0.01%
367,292
-16,291
1412
$10.6M 0.01%
117,745
-65,551
1413
$10.5M 0.01%
233,337
-23,092
1414
$10.5M 0.01%
213,555
-149,836
1415
$10.5M 0.01%
392,490
+98,091
1416
$10.5M 0.01%
833,439
+271,465
1417
$10.5M 0.01%
313,033
-23,998
1418
$10.5M 0.01%
779,655
-74,822
1419
$10.5M 0.01%
112,199
-8,017
1420
$10.4M 0.01%
168,808
+3,870
1421
$10.4M 0.01%
26,184
-877
1422
$10.4M 0.01%
573,019
+10,909
1423
$10.4M 0.01%
390,560
+16,135
1424
$10.4M 0.01%
152,737
+1,278
1425
$10.4M 0.01%
922,211
+509,137