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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$363M
3 +$335M
4
NXPI icon
NXP Semiconductors
NXPI
+$320M
5
ICE icon
Intercontinental Exchange
ICE
+$288M

Top Sells

1 +$743M
2 +$715M
3 +$648M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$475M

Sector Composition

1 Technology 18.65%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$12.3M 0.01%
451,860
-6,695
1502
$12.3M 0.01%
407,736
+164,074
1503
$12.3M 0.01%
310,547
+61,665
1504
$12.3M 0.01%
659,956
-76,530
1505
$12.2M 0.01%
671,241
+133,428
1506
$12.2M 0.01%
51,092
-2,657
1507
$12.2M 0.01%
224,530
-7,650
1508
$12.2M 0.01%
760,124
-3,532,248
1509
$12.2M 0.01%
645,479
+539,714
1510
$12.2M 0.01%
451,646
-15,520
1511
$12.2M 0.01%
601,897
+31,646
1512
$12.1M 0.01%
577,066
-11,716
1513
$12.1M 0.01%
576,382
+407,197
1514
$12.1M 0.01%
270,780
-23,387
1515
$12.1M 0.01%
412,267
-7,226
1516
$12.1M 0.01%
117,595
+8,399
1517
$12.1M 0.01%
761,490
+42,744
1518
$12.1M 0.01%
223,518
-9,573
1519
$12.1M 0.01%
592,094
+15,568
1520
$12.1M 0.01%
247,334
-2,402
1521
$12.1M 0.01%
528,341
-3,245
1522
$12.1M 0.01%
346,420
-18,767
1523
$12M 0.01%
215,930
-10,551
1524
$12M 0.01%
52,023
-7,334
1525
$12M 0.01%
371,742
-5,726