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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$12.5M ﹤0.01%
186,224
-93,377
1677
$12.5M ﹤0.01%
178,491
-1,125
1678
$12.5M ﹤0.01%
78,899
-89,975
1679
$12.5M ﹤0.01%
613,772
+9,323
1680
$12.5M ﹤0.01%
373,066
-634
1681
$12.5M ﹤0.01%
190,112
-8,429
1682
$12.5M ﹤0.01%
90,247
+1,081
1683
$12.5M ﹤0.01%
172,270
+45,006
1684
$12.5M ﹤0.01%
541,934
+48,575
1685
$12.5M ﹤0.01%
156,112
-49,856
1686
$12.4M ﹤0.01%
655,594
+76,750
1687
$12.4M ﹤0.01%
137,191
-3,953
1688
$12.4M ﹤0.01%
162,403
-108,704
1689
$12.4M ﹤0.01%
176,672
-2,186
1690
$12.4M ﹤0.01%
601,689
+22,205
1691
$12.4M ﹤0.01%
143,654
+2,419
1692
$12.4M ﹤0.01%
489,968
+118,874
1693
$12.4M ﹤0.01%
137,500
+5,000
1694
$12.4M ﹤0.01%
305,665
-3,840
1695
$12.3M ﹤0.01%
653,925
-11,456
1696
$12.3M ﹤0.01%
305,200
+5,540
1697
$12.3M ﹤0.01%
216,744
+19,455
1698
$12.3M ﹤0.01%
207,888
+66
1699
$12.3M ﹤0.01%
260,302
-19,525
1700
$12.3M ﹤0.01%
440,000
+15,000