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
1576
$11.9M 0.01%
317,407
+1,314
1577
$11.9M 0.01%
343,347
+11,985
1578
$11.8M 0.01%
404,188
-27,073
1579
$11.8M 0.01%
524,856
+53,045
1580
$11.8M 0.01%
291,210
+197,514
1581
$11.8M 0.01%
938,421
+85,549
1582
$11.8M 0.01%
967,743
-166,908
1583
$11.8M 0.01%
282,389
-209,258
1584
$11.8M 0.01%
769,181
+4,966
1585
$11.7M 0.01%
239,540
+6,978
1586
$11.7M 0.01%
512,070
+2,865
1587
$11.7M 0.01%
249,613
+12,892
1588
$11.7M 0.01%
317,608
+6,009
1589
$11.7M 0.01%
21,706
+917
1590
$11.7M 0.01%
748,043
+290,282
1591
$11.7M 0.01%
770,577
-57,203
1592
$11.7M 0.01%
261,837
+36,794
1593
$11.7M 0.01%
199,284
-6,136
1594
$11.6M 0.01%
646,979
+28,060
1595
$11.6M 0.01%
286,164
+3,202
1596
$11.6M 0.01%
41
-1
1597
$11.6M 0.01%
221,715
+43,567
1598
$11.6M 0.01%
122,240
-45,610
1599
$11.5M 0.01%
711,278
-136,212
1600
$11.5M 0.01%
277,963
-995,722