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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$12.3M 0.01%
448,587
+685
1552
$12.2M 0.01%
956,239
+66,535
1553
$12.2M 0.01%
1,294,186
+749,590
1554
$12.2M 0.01%
164,794
+30,732
1555
$12.2M 0.01%
166,010
+37,424
1556
$12.1M 0.01%
196,652
+1,869
1557
$12.1M 0.01%
279,182
+718
1558
$12.1M 0.01%
362,059
+178,059
1559
$12.1M 0.01%
295,539
+110,951
1560
$12.1M 0.01%
29,962
-383
1561
$12.1M 0.01%
1,115,869
+118,064
1562
$12.1M 0.01%
211,429
-823
1563
$12.1M 0.01%
353,441
+4,905
1564
$12.1M 0.01%
75,454
+3,272
1565
$12M 0.01%
238,722
-38,607
1566
$12M 0.01%
323,951
+4,552
1567
$12M 0.01%
153,998
+19,084
1568
$12M 0.01%
920,597
+695,027
1569
$12M 0.01%
115,568
+19,059
1570
$12M 0.01%
43,411
-94
1571
$12M 0.01%
+66,430
1572
$11.9M 0.01%
540,936
+26,841
1573
$11.9M 0.01%
651,973
+40,422
1574
$11.9M 0.01%
180,854
-5,198
1575
$11.9M 0.01%
720,430
-22,938