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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$15.1M 0.01%
441,405
-33,097
1527
$15M 0.01%
3,938,324
+782,836
1528
$15M 0.01%
189,086
+21,169
1529
$15M 0.01%
179,535
-48,984
1530
$15M 0.01%
280,440
-7,724
1531
$15M 0.01%
289,735
+7,640
1532
$15M 0.01%
133,319
-1,868
1533
$14.9M 0.01%
1,532,800
-174,478
1534
$14.9M 0.01%
325,565
-9,555
1535
$14.9M 0.01%
315,076
+10,411
1536
$14.9M 0.01%
1,365,358
+178,801
1537
$14.9M 0.01%
260,936
+4,328
1538
$14.9M 0.01%
345,629
+194,440
1539
$14.8M 0.01%
671,435
+31,177
1540
$14.7M 0.01%
534,622
+191,220
1541
$14.7M 0.01%
271,110
+75,519
1542
$14.6M 0.01%
344,641
+25,687
1543
$14.6M 0.01%
549,104
+187,045
1544
$14.6M 0.01%
721,817
+45,726
1545
$14.6M 0.01%
21,017
+4,444
1546
$14.6M 0.01%
341,602
+25,384
1547
$14.5M 0.01%
268,898
+29,358
1548
$14.5M 0.01%
+6,639
1549
$14.5M 0.01%
285,961
+6,098
1550
$14.5M 0.01%
332,205
+24,575