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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$7.07M ﹤0.01%
281,525
-27,169
1627
$7.07M ﹤0.01%
183,624
+15,700
1628
$7.06M ﹤0.01%
160,425
+26,085
1629
$7.05M ﹤0.01%
217,800
-14,188
1630
$7.04M ﹤0.01%
252,224
-13,773
1631
$7.03M ﹤0.01%
210,939
-1,276
1632
$7.02M ﹤0.01%
139,013
+17,846
1633
$7.01M ﹤0.01%
303,172
-63,784
1634
$7.01M ﹤0.01%
245,809
-24,452
1635
$6.99M ﹤0.01%
230,063
+5,275
1636
$6.97M ﹤0.01%
42,313
+22,941
1637
$6.93M ﹤0.01%
220,059
-8,011
1638
$6.92M ﹤0.01%
248,854
-14,237
1639
$6.91M ﹤0.01%
784,537
-273,595
1640
$6.89M ﹤0.01%
666,066
-12,603
1641
$6.88M ﹤0.01%
260,324
-2,871
1642
$6.86M ﹤0.01%
173,496
-12,383
1643
$6.85M ﹤0.01%
494,051
-21,622
1644
$6.84M ﹤0.01%
680,270
-893,828
1645
$6.84M ﹤0.01%
118,512
-57,647
1646
$6.83M ﹤0.01%
147,858
+83,727
1647
$6.81M ﹤0.01%
168,339
+1,223
1648
$6.81M ﹤0.01%
232,117
-3,984
1649
$6.8M ﹤0.01%
152,281
-11,830
1650
$6.79M ﹤0.01%
283,579
+79,103