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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,339
New
Increased
Reduced
Closed

Top Buys

1 +$402M
2 +$289M
3 +$276M
4
BP icon
BP
BP
+$233M
5
HPQ icon
HP
HPQ
+$215M

Top Sells

1 +$568M
2 +$544M
3 +$326M
4
ACN icon
Accenture
ACN
+$322M
5
IYE icon
iShares US Energy ETF
IYE
+$277M

Sector Composition

1 Technology 14.2%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.22%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$7.41M ﹤0.01%
522,461
+487,393
1677
$7.4M ﹤0.01%
218,357
-84,358
1678
$7.39M ﹤0.01%
106,757
-47,200
1679
$7.38M ﹤0.01%
426,579
+3,474
1680
$7.38M ﹤0.01%
844,903
-31,925
1681
$7.38M ﹤0.01%
191,801
-16,890
1682
$7.37M ﹤0.01%
172,545
-41,733
1683
$7.37M ﹤0.01%
320,320
-156,274
1684
$7.37M ﹤0.01%
107,263
+9,205
1685
$7.36M ﹤0.01%
103,628
-357,668
1686
$7.36M ﹤0.01%
198,010
+47,108
1687
$7.35M ﹤0.01%
424,572
+14,856
1688
$7.33M ﹤0.01%
477,800
-1,725
1689
$7.32M ﹤0.01%
234,206
-245,904
1690
$7.32M ﹤0.01%
452,771
-2,548
1691
$7.32M ﹤0.01%
43,658
+10,195
1692
$7.3M ﹤0.01%
339,353
+15,033
1693
$7.3M ﹤0.01%
281,416
+5,580
1694
$7.3M ﹤0.01%
126,720
+4,707
1695
$7.29M ﹤0.01%
140,916
+9,079
1696
$7.29M ﹤0.01%
652,796
+13,900
1697
$7.24M ﹤0.01%
648,156
-90,081
1698
$7.21M ﹤0.01%
478,984
+8,988
1699
$7.21M ﹤0.01%
40,753
+18,224
1700
$7.2M ﹤0.01%
134,973
+12,796