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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$14.7M 0.01%
281,091
-997,733
1402
$14.7M 0.01%
480,935
+50,412
1403
$14.6M 0.01%
235,749
+41,496
1404
$14.6M 0.01%
179,937
+2,656
1405
$14.6M 0.01%
246,534
+1,477
1406
$14.6M 0.01%
820,678
-136,977
1407
$14.6M 0.01%
617,997
+191,121
1408
$14.6M 0.01%
288,164
+36,486
1409
$14.5M 0.01%
738,783
+37,931
1410
$14.5M 0.01%
273,083
+2,089
1411
$14.5M 0.01%
294,142
+30,992
1412
$14.5M 0.01%
338,521
-9,861
1413
$14.5M 0.01%
144,912
+21,463
1414
$14.5M 0.01%
337,988
+37,128
1415
$14.4M 0.01%
145,593
-86,845
1416
$14.4M 0.01%
942,228
+70,908
1417
$14.4M 0.01%
183,971
+40,250
1418
$14.4M 0.01%
767,301
-6,513
1419
$14.3M 0.01%
+1,089,185
1420
$14.3M 0.01%
270,294
+38,430
1421
$14.3M 0.01%
243,274
+63,556
1422
$14.3M 0.01%
430,714
+19,902
1423
$14.3M 0.01%
119,816
+4,720
1424
$14.2M 0.01%
13,590
-158
1425
$14.2M 0.01%
406,723
+375,446