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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$7.94M ﹤0.01%
171,220
+54,538
1577
$7.94M ﹤0.01%
307,035
-31,161
1578
$7.94M ﹤0.01%
1,090,964
+46,313
1579
$7.93M ﹤0.01%
445,669
-11,765
1580
$7.92M ﹤0.01%
196,117
-13,596
1581
$7.89M ﹤0.01%
214,307
-18,536
1582
$7.88M ﹤0.01%
42,538
+25,422
1583
$7.85M ﹤0.01%
360,296
-546,576
1584
$7.84M ﹤0.01%
58,255
-14,098
1585
$7.81M ﹤0.01%
71,280
+480
1586
$7.8M ﹤0.01%
194,737
-28,328
1587
$7.79M ﹤0.01%
268,812
+2,475
1588
$7.79M ﹤0.01%
129,627
+32,023
1589
$7.78M ﹤0.01%
744,470
+64,830
1590
$7.78M ﹤0.01%
904,230
+46,524
1591
$7.78M ﹤0.01%
129,644
-27,211
1592
$7.75M ﹤0.01%
233,610
-32,404
1593
$7.74M ﹤0.01%
49,286
-19,912
1594
$7.73M ﹤0.01%
283,117
+55,005
1595
$7.72M ﹤0.01%
722,228
-83,572
1596
$7.68M ﹤0.01%
833,494
+12,571
1597
$7.66M ﹤0.01%
15,916
+1,107
1598
$7.64M ﹤0.01%
358,010
+24,271
1599
$7.64M ﹤0.01%
156,591
-7,875
1600
$7.63M ﹤0.01%
+108,963