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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$13.9M ﹤0.01%
92,051
-2,113
1652
$13.9M ﹤0.01%
279,827
-143,978
1653
$13.9M ﹤0.01%
476,149
-124,102
1654
$13.9M ﹤0.01%
117,747
-1,375
1655
$13.9M ﹤0.01%
289,216
+5,540
1656
$13.9M ﹤0.01%
145,372
-47,918
1657
$13.9M ﹤0.01%
171,482
+2,545
1658
$13.8M ﹤0.01%
407,454
+204,467
1659
$13.8M ﹤0.01%
1,213,984
+367,520
1660
$13.8M ﹤0.01%
591,723
+23,623
1661
$13.8M ﹤0.01%
384,591
-1,505
1662
$13.8M ﹤0.01%
132,500
1663
$13.8M ﹤0.01%
757,845
+86,247
1664
$13.8M ﹤0.01%
177,367
-10,452
1665
$13.7M ﹤0.01%
309,597
-196,014
1666
$13.7M ﹤0.01%
226,304
+8,366
1667
$13.7M ﹤0.01%
497,218
+206,211
1668
$13.7M ﹤0.01%
530,320
+18,556
1669
$13.7M ﹤0.01%
578,016
-584,956
1670
$13.7M ﹤0.01%
539,797
+43,267
1671
$13.7M ﹤0.01%
270,490
+250,496
1672
$13.7M ﹤0.01%
198,541
+31,687
1673
$13.6M ﹤0.01%
500,565
-18,801
1674
$13.6M ﹤0.01%
267,056
+108,600
1675
$13.6M ﹤0.01%
50,973
-6,217