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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$12.5M 0.01%
268,289
-33,816
1502
$12.5M 0.01%
86,957
-552
1503
$12.5M 0.01%
322,916
-61,273
1504
$12.5M 0.01%
175,084
-10,318
1505
$12.5M 0.01%
689,459
-103,600
1506
$12.5M 0.01%
473,320
1507
$12.4M 0.01%
165,176
-207,322
1508
$12.4M 0.01%
708,068
+608,355
1509
$12.4M 0.01%
253,316
-331,320
1510
$12.4M 0.01%
34,063
-1,900
1511
$12.4M 0.01%
182,418
-252,484
1512
$12.4M 0.01%
268,856
-24,763
1513
$12.3M 0.01%
779,850
-133,251
1514
$12.3M 0.01%
270,639
-8,328
1515
$12.3M 0.01%
58,946
+575
1516
$12.3M 0.01%
110,612
+44,815
1517
$12.3M 0.01%
222,321
+35,545
1518
$12.3M 0.01%
384,770
-108,954
1519
$12.3M 0.01%
673,322
+89,514
1520
$12.3M 0.01%
483,807
+78,892
1521
$12.2M 0.01%
282,342
-749,154
1522
$12.2M 0.01%
785,213
-435,264
1523
$12.2M 0.01%
259,368
+2,763
1524
$12.2M 0.01%
818,674
-48,206
1525
$12.1M 0.01%
15,550
-2,002