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
1626
$11M ﹤0.01%
574,016
+1,814
1627
$11M ﹤0.01%
297,020
+50,071
1628
$11M ﹤0.01%
143,553
-7,876
1629
$11M ﹤0.01%
132,103
-4,378
1630
$11M ﹤0.01%
400,619
-3,258,377
1631
$11M ﹤0.01%
284,753
-2,310
1632
$11M ﹤0.01%
318,954
+5,577
1633
$11M ﹤0.01%
360,917
+56,712
1634
$11M ﹤0.01%
373,238
+6,791
1635
$10.9M ﹤0.01%
398,395
+114,435
1636
$10.9M ﹤0.01%
195,284
+27,723
1637
$10.9M ﹤0.01%
183,590
+4,973
1638
$10.9M ﹤0.01%
131,917
-36,111
1639
$10.9M ﹤0.01%
36,424
-69,604
1640
$10.9M ﹤0.01%
1,114,261
+53,388
1641
$10.9M ﹤0.01%
339,173
+9,651
1642
$10.9M ﹤0.01%
197,490
+17,474
1643
$10.9M ﹤0.01%
606,521
-6,299
1644
$10.9M ﹤0.01%
757,968
+19,306
1645
$10.8M ﹤0.01%
475,260
+167,659
1646
$10.8M ﹤0.01%
956,735
+49,880
1647
$10.8M ﹤0.01%
287,162
+9,819
1648
$10.8M ﹤0.01%
315,995
-128,450
1649
$10.8M ﹤0.01%
137,562
-14,803
1650
$10.8M ﹤0.01%
567,915
+137,503