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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$6.93M ﹤0.01%
399,190
+13,416
1677
$6.92M ﹤0.01%
407,068
-18,860
1678
$6.89M ﹤0.01%
141,798
-513,955
1679
$6.88M ﹤0.01%
121,108
+27,998
1680
$6.88M ﹤0.01%
341,492
+9,132
1681
$6.83M ﹤0.01%
293,874
-44,060
1682
$6.83M ﹤0.01%
258,432
-600
1683
$6.8M ﹤0.01%
2,910,510
-3,876,290
1684
$6.79M ﹤0.01%
64,455
+20,714
1685
$6.79M ﹤0.01%
542,843
+13,366
1686
$6.78M ﹤0.01%
199,531
-22,123
1687
$6.78M ﹤0.01%
47,410
-363
1688
$6.76M ﹤0.01%
78,932
-220,742
1689
$6.75M ﹤0.01%
308,988
+9,065
1690
$6.74M ﹤0.01%
488,204
-1,034,834
1691
$6.72M ﹤0.01%
409,145
-177,413
1692
$6.71M ﹤0.01%
532,542
+97,165
1693
$6.71M ﹤0.01%
392,244
-45,417
1694
$6.71M ﹤0.01%
160,561
+21,405
1695
$6.7M ﹤0.01%
251,912
+114,580
1696
$6.7M ﹤0.01%
536,490
-39,980
1697
$6.68M ﹤0.01%
237,443
-28,852
1698
$6.68M ﹤0.01%
260,631
+2,503
1699
$6.66M ﹤0.01%
611,256
+226,168
1700
$6.66M ﹤0.01%
214,965
+39,285