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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$11.8M ﹤0.01%
630,725
+102,670
1502
$11.8M ﹤0.01%
52,943
-2,106
1503
$11.8M ﹤0.01%
422,392
-11,661
1504
$11.8M ﹤0.01%
972,681
-86,007
1505
$11.7M ﹤0.01%
686,480
-398,194
1506
$11.7M ﹤0.01%
222,041
-33,372
1507
$11.7M ﹤0.01%
102,405
-216
1508
$11.7M ﹤0.01%
171,658
-65,700
1509
$11.7M ﹤0.01%
226,772
-2,902
1510
$11.7M ﹤0.01%
527,979
+9,411
1511
$11.7M ﹤0.01%
381,203
-92,004
1512
$11.7M ﹤0.01%
21,692
-2,991
1513
$11.7M ﹤0.01%
97,542
+40,998
1514
$11.7M ﹤0.01%
1,409,093
+77,642
1515
$11.6M ﹤0.01%
369,929
-142,291
1516
$11.6M ﹤0.01%
166,129
+7,415
1517
$11.6M ﹤0.01%
694,077
-8,784
1518
$11.6M ﹤0.01%
773,038
-165,288
1519
$11.6M ﹤0.01%
262,643
+5,712
1520
$11.5M ﹤0.01%
164,688
-52,132
1521
$11.5M ﹤0.01%
1,020,721
-19,239
1522
$11.5M ﹤0.01%
151,502
+59,333
1523
$11.5M ﹤0.01%
498,938
-192,773
1524
$11.5M ﹤0.01%
864,098
-109,836
1525
$11.5M ﹤0.01%
282,300
-8,098