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
1401
$12.3M 0.01%
219,174
+29,462
1402
$12.3M 0.01%
143,041
-43
1403
$12.3M 0.01%
284,682
-122,723
1404
$12.3M 0.01%
199,601
-14,333
1405
$12.3M 0.01%
492,060
+32,172
1406
$12.3M 0.01%
142,884
+1,380
1407
$12.3M 0.01%
351,290
-17,302
1408
$12.3M 0.01%
458,456
+361,162
1409
$12.2M 0.01%
446,393
-128,140
1410
$12.2M 0.01%
393,904
+218,117
1411
$12.2M 0.01%
469,209
+122,474
1412
$12.2M 0.01%
152,482
+225
1413
$12.2M 0.01%
197,576
-1,697
1414
$12.1M 0.01%
466,306
+374,619
1415
$12.1M 0.01%
241,010
+157,465
1416
$12.1M 0.01%
407,249
-113,099
1417
$12.1M 0.01%
537,379
-100,143
1418
$12.1M 0.01%
265,650
+1,955
1419
$12.1M 0.01%
939,383
+74,254
1420
$12M 0.01%
449,622
+1,401
1421
$12M 0.01%
96,851
+16,313
1422
$12M 0.01%
225,000
+50,000
1423
$12M 0.01%
455,628
+26,456
1424
$11.9M 0.01%
356,478
+2,400
1425
$11.9M 0.01%
370,653
-92,693