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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$8.13M ﹤0.01%
163,444
+24,994
1627
$8.12M ﹤0.01%
163,849
+38,586
1628
$8.1M ﹤0.01%
194,719
+95,372
1629
$8.08M ﹤0.01%
597,471
-99,633
1630
$8.05M ﹤0.01%
349,911
+31,355
1631
$8.02M ﹤0.01%
+326,919
1632
$7.98M ﹤0.01%
87,780
-22,453
1633
$7.94M ﹤0.01%
242,452
-2,579
1634
$7.92M ﹤0.01%
181,690
+56,656
1635
$7.88M ﹤0.01%
262,034
+161,800
1636
$7.85M ﹤0.01%
315,304
+98,691
1637
$7.84M ﹤0.01%
129,365
-23,952
1638
$7.84M ﹤0.01%
116,762
-24,258
1639
$7.84M ﹤0.01%
93,645
+14,259
1640
$7.84M ﹤0.01%
360,447
-46,457
1641
$7.83M ﹤0.01%
154,372
+18,918
1642
$7.83M ﹤0.01%
295,514
+8,772
1643
$7.8M ﹤0.01%
33,571
+41
1644
$7.77M ﹤0.01%
139,691
+1,612
1645
$7.76M ﹤0.01%
230,156
+31,317
1646
$7.72M ﹤0.01%
713,800
+89,628
1647
$7.72M ﹤0.01%
379,219
+2,672
1648
$7.72M ﹤0.01%
425,075
-110,031
1649
$7.71M ﹤0.01%
297,043
+3,169
1650
$7.69M ﹤0.01%
345,538
-61,530