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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$14M ﹤0.01%
102,802
+2,692
1477
$14M ﹤0.01%
674,125
+148,971
1478
$14M ﹤0.01%
242,960
-3,103
1479
$14M ﹤0.01%
288,076
-6,744
1480
$13.9M ﹤0.01%
177,701
+664
1481
$13.9M ﹤0.01%
193,797
-29,580
1482
$13.9M ﹤0.01%
126,546
+77,001
1483
$13.9M ﹤0.01%
102,974
+13,058
1484
$13.9M ﹤0.01%
199,807
-563,321
1485
$13.8M ﹤0.01%
506,976
+5,079
1486
$13.8M ﹤0.01%
60,024
+9,071
1487
$13.8M ﹤0.01%
414,973
-29,977
1488
$13.8M ﹤0.01%
275,274
+2,134
1489
$13.8M ﹤0.01%
427,318
-31,662
1490
$13.7M ﹤0.01%
241,887
-742
1491
$13.7M ﹤0.01%
223,792
-14,741
1492
$13.7M ﹤0.01%
949,472
-36,356
1493
$13.7M ﹤0.01%
460,955
+190,194
1494
$13.7M ﹤0.01%
2,550,561
+1,021,728
1495
$13.7M ﹤0.01%
1,015,694
+154,212
1496
$13.7M ﹤0.01%
796,734
+651,354
1497
$13.6M ﹤0.01%
643,562
+17,672
1498
$13.6M ﹤0.01%
190,053
+20,906
1499
$13.6M ﹤0.01%
129,391
+27,929
1500
$13.6M ﹤0.01%
340,800
+17,580