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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$8.8M 0.01%
511,625
+104,088
1477
$8.79M 0.01%
176,401
+53,008
1478
$8.75M 0.01%
218,608
+68,044
1479
$8.73M 0.01%
198,992
-35,880
1480
$8.71M 0.01%
212,668
-4,628
1481
$8.71M 0.01%
274,104
-720,206
1482
$8.7M 0.01%
250,894
-102,993
1483
$8.7M 0.01%
341,933
+67,592
1484
$8.69M 0.01%
264,896
-27,772
1485
$8.69M 0.01%
279,057
-6,282
1486
$8.69M 0.01%
1,113,429
-330,423
1487
$8.68M 0.01%
150,597
+54,265
1488
$8.67M 0.01%
397,238
-3,814
1489
$8.67M 0.01%
142,794
-21,833
1490
$8.67M 0.01%
70,566
-20,505
1491
$8.66M 0.01%
359,056
+65,581
1492
$8.65M 0.01%
418,197
-64,613
1493
$8.65M 0.01%
292,968
-66,744
1494
$8.63M 0.01%
393,698
+117,117
1495
$8.62M 0.01%
70,305
+29,533
1496
$8.58M 0.01%
1,699,914
+1,526,094
1497
$8.57M 0.01%
183,416
-1,547
1498
$8.57M 0.01%
109,046
+5,093
1499
$8.54M 0.01%
271,336
-9,304
1500
$8.52M 0.01%
217,950
+89,903