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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$12.9M ﹤0.01%
97,167
-4,490
1552
$12.9M ﹤0.01%
170,734
-10,248
1553
$12.9M ﹤0.01%
112,103
+40,637
1554
$12.9M ﹤0.01%
368,954
-9,220
1555
$12.8M ﹤0.01%
307,225
+2,916
1556
$12.8M ﹤0.01%
377,068
+34,888
1557
$12.8M ﹤0.01%
437,714
-26,628
1558
$12.8M ﹤0.01%
680,353
-19,090
1559
$12.8M ﹤0.01%
292,265
-15,311
1560
$12.8M ﹤0.01%
219,468
+16,487
1561
$12.8M ﹤0.01%
366,747
-12,195
1562
$12.8M ﹤0.01%
78,231
+17,359
1563
$12.7M ﹤0.01%
1,444,804
-36,748
1564
$12.7M ﹤0.01%
213,551
+31,748
1565
$12.7M ﹤0.01%
109,386
+400
1566
$12.6M ﹤0.01%
754,684
+323,583
1567
$12.6M ﹤0.01%
153,060
-7,560
1568
$12.6M ﹤0.01%
880,721
+324,621
1569
$12.6M ﹤0.01%
549,215
+5,359
1570
$12.6M ﹤0.01%
767,443
+112,817
1571
$12.6M ﹤0.01%
152,039
-12,214
1572
$12.6M ﹤0.01%
886,441
+11,770
1573
$12.5M ﹤0.01%
171,742
+1,988
1574
$12.5M ﹤0.01%
235,206
+189,169
1575
$12.5M ﹤0.01%
217,407
+71,791