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
1426
$17.6M 0.01%
281,726
+12,428
1427
$17.6M 0.01%
419,669
+10,660
1428
$17.5M 0.01%
153,526
+44,861
1429
$17.5M 0.01%
209,496
-17,672
1430
$17.5M 0.01%
1,041,082
-51,402
1431
$17.5M 0.01%
1,602,700
+112,421
1432
$17.5M 0.01%
807,869
-56,101
1433
$17.5M 0.01%
114,805
-69,135
1434
$17.5M 0.01%
1,636,005
+28,764
1435
$17.5M 0.01%
202,694
+155
1436
$17.4M 0.01%
785,051
+138,186
1437
$17.4M 0.01%
303,593
-547,797
1438
$17.4M 0.01%
222,645
+494
1439
$17.4M 0.01%
300,755
+91,710
1440
$17.3M 0.01%
134,999
-3,461
1441
$17.3M 0.01%
390,726
-76,800
1442
$17.3M 0.01%
492,999
-5,989
1443
$17.3M 0.01%
597,560
+6,060
1444
$17.2M 0.01%
1,135,945
-4,050
1445
$17.2M 0.01%
373,097
-190,778
1446
$17.1M 0.01%
399,492
+23,306
1447
$17.1M 0.01%
314,541
-57,279
1448
$17.1M 0.01%
1,229,494
-556,880
1449
$17.1M 0.01%
175,062
-3,967
1450
$17.1M 0.01%
496,859
-5,360