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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,254
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$271M
3 +$269M
4
AAPL icon
Apple
AAPL
+$267M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M

Top Sells

1 +$642M
2 +$330M
3 +$290M
4
KMI icon
Kinder Morgan
KMI
+$279M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$9M 0.01%
84,022
-5,022
1477
$8.99M 0.01%
529,441
-9,715
1478
$8.99M 0.01%
27,061
-5,142
1479
$8.99M 0.01%
205,040
-12,000
1480
$8.97M 0.01%
176,791
+12,495
1481
$8.97M 0.01%
192,289
-14,431
1482
$8.95M 0.01%
281,294
-19,046
1483
$8.95M 0.01%
259,175
+38,025
1484
$8.95M 0.01%
143,450
-275,645
1485
$8.94M 0.01%
330,694
+992
1486
$8.94M 0.01%
212,942
-16,459
1487
$8.93M 0.01%
265,953
+9,421
1488
$8.91M 0.01%
914,341
+52,587
1489
$8.89M 0.01%
823,634
+819,584
1490
$8.86M 0.01%
603,925
-657,950
1491
$8.86M 0.01%
374,425
-85,213
1492
$8.85M 0.01%
346,293
-17,568
1493
$8.84M 0.01%
1,188,519
-283,019
1494
$8.84M 0.01%
756,770
+17,400
1495
$8.83M 0.01%
184,069
-43,130
1496
$8.81M 0.01%
327,470
+1,830
1497
$8.78M 0.01%
846,859
+92,820
1498
$8.72M 0.01%
816,418
+38,891
1499
$8.71M 0.01%
24,938
-8
1500
$8.67M 0.01%
1,048,169
+927,454