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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$9.07M 0.01%
121,565
+3,137
1477
$9.07M 0.01%
371,943
+102,903
1478
$9.05M 0.01%
315,912
-16,622
1479
$9.03M 0.01%
127,713
+8,170
1480
$9.02M 0.01%
221,700
+1,580
1481
$9.01M 0.01%
90,079
+15,794
1482
$9M 0.01%
336,882
-90,622
1483
$9M 0.01%
625,000
-40,000
1484
$8.99M 0.01%
278,441
-42,617
1485
$8.99M 0.01%
176,655
-170
1486
$8.97M 0.01%
509,360
+16,784
1487
$8.97M 0.01%
309,386
-13,045
1488
$8.93M 0.01%
1,076,438
-77,364
1489
$8.93M 0.01%
363,481
-144,141
1490
$8.93M 0.01%
205,390
-400
1491
$8.92M 0.01%
371,078
+2,400
1492
$8.91M 0.01%
192,197
-1,423
1493
$8.91M 0.01%
176,648
-2,143
1494
$8.91M 0.01%
134,046
+5,196
1495
$8.91M 0.01%
242,826
-7,053
1496
$8.9M 0.01%
74,685
+3,431
1497
$8.88M 0.01%
135,812
-46,960
1498
$8.86M 0.01%
423,295
+69,790
1499
$8.86M 0.01%
171,524
-10,196
1500
$8.85M 0.01%
175,334
+2,366