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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$12.3M ﹤0.01%
570,600
-2,020
1502
$12.3M ﹤0.01%
241,412
-15,624
1503
$12.3M ﹤0.01%
162,224
-16,330
1504
$12.3M ﹤0.01%
250,427
-101,048
1505
$12.3M ﹤0.01%
253,496
+4,398
1506
$12.2M ﹤0.01%
115,498
-27,261
1507
$12.2M ﹤0.01%
326,705
-4,367
1508
$12.1M ﹤0.01%
494,047
+46,900
1509
$12.1M ﹤0.01%
595,348
-27,391
1510
$12.1M ﹤0.01%
578,505
+30,226
1511
$12.1M ﹤0.01%
866,847
+125,095
1512
$12.1M ﹤0.01%
127,000
-13,376
1513
$12.1M ﹤0.01%
579,507
+11,461
1514
$12.1M ﹤0.01%
185,957
+86,893
1515
$12.1M ﹤0.01%
833,242
-25,586
1516
$12.1M ﹤0.01%
1,212,325
-579,053
1517
$12M ﹤0.01%
181,821
+25,265
1518
$12M ﹤0.01%
249,254
+82,579
1519
$12M ﹤0.01%
202,981
-9,166
1520
$11.9M ﹤0.01%
150,412
-212,093
1521
$11.9M ﹤0.01%
446,621
+293,400
1522
$11.9M ﹤0.01%
423,275
-17,730
1523
$11.9M ﹤0.01%
72,988
+11,416
1524
$11.9M ﹤0.01%
131,179
-11,025
1525
$11.9M ﹤0.01%
210,667
-15,325