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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$12.9M ﹤0.01%
346,755
+67,333
1552
$12.9M ﹤0.01%
327,681
-47,130
1553
$12.9M ﹤0.01%
395,296
-24,756
1554
$12.9M ﹤0.01%
38,939
-3,605
1555
$12.8M ﹤0.01%
472,080
-6,082
1556
$12.7M ﹤0.01%
355,419
-6,069
1557
$12.7M ﹤0.01%
776,497
+9,693
1558
$12.7M ﹤0.01%
491,585
+53,418
1559
$12.7M ﹤0.01%
230,455
-10,520
1560
$12.7M ﹤0.01%
354,381
+1,684
1561
$12.7M ﹤0.01%
291,158
-49,506
1562
$12.7M ﹤0.01%
173,912
-29,684
1563
$12.6M ﹤0.01%
497,856
+6,783
1564
$12.6M ﹤0.01%
550,275
-29,027
1565
$12.6M ﹤0.01%
146,432
-5,607
1566
$12.6M ﹤0.01%
95,621
+9,481
1567
$12.5M ﹤0.01%
+136,265
1568
$12.5M ﹤0.01%
117,293
-3,975
1569
$12.5M ﹤0.01%
609,807
-1,344,420
1570
$12.5M ﹤0.01%
175,875
+2,453
1571
$12.5M ﹤0.01%
113,677
+7,534
1572
$12.5M ﹤0.01%
193,557
-23,850
1573
$12.5M ﹤0.01%
200,319
-10,477
1574
$12.4M ﹤0.01%
985,828
+23,760
1575
$12.4M ﹤0.01%
427,415
-33,414