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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$18.3M 0.01%
520,740
+7,556
1402
$18.2M 0.01%
858,694
+50,630
1403
$18.2M 0.01%
74,808
-27,140
1404
$18.2M 0.01%
533,486
-22,684
1405
$18.2M 0.01%
358,015
+2,967
1406
$18.2M 0.01%
467,745
+23,362
1407
$18.2M 0.01%
285,794
-23,595
1408
$18.2M 0.01%
720,426
+5,562
1409
$18.1M 0.01%
218,392
-44,024
1410
$18M 0.01%
601,565
+27,584
1411
$18M 0.01%
211,830
+4,454
1412
$18M 0.01%
618,166
+54,547
1413
$17.9M 0.01%
130,019
-388
1414
$17.9M 0.01%
2,287,533
+12,149
1415
$17.9M 0.01%
103,126
+12,986
1416
$17.8M 0.01%
475,961
+29,385
1417
$17.8M 0.01%
1,356,615
-183,430
1418
$17.8M 0.01%
210,519
-159,314
1419
$17.8M 0.01%
400,242
-31,727
1420
$17.7M 0.01%
560,930
+38,889
1421
$17.7M 0.01%
717,362
+14,156
1422
$17.7M 0.01%
550,633
+312,089
1423
$17.6M 0.01%
124,738
+10,519
1424
$17.6M 0.01%
1,048,534
+236,194
1425
$17.6M 0.01%
215,005
-2,647