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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$9.44M ﹤0.01%
224,578
-3,694
1677
$9.42M ﹤0.01%
201,576
-139,548
1678
$9.42M ﹤0.01%
153,503
-20,615
1679
$9.41M ﹤0.01%
254,432
+1,227
1680
$9.38M ﹤0.01%
435,139
-217,977
1681
$9.37M ﹤0.01%
190,740
-35,771
1682
$9.37M ﹤0.01%
771,602
+127,074
1683
$9.37M ﹤0.01%
266,281
-6,174
1684
$9.36M ﹤0.01%
286,442
+18,240
1685
$9.36M ﹤0.01%
436,125
+30,192
1686
$9.35M ﹤0.01%
340,107
+171,804
1687
$9.35M ﹤0.01%
466,700
-24,518
1688
$9.34M ﹤0.01%
444,807
+74,770
1689
$9.32M ﹤0.01%
846,697
+651,915
1690
$9.31M ﹤0.01%
303,941
-205,577
1691
$9.29M ﹤0.01%
66,025
-8,898
1692
$9.29M ﹤0.01%
609,470
+316,113
1693
$9.29M ﹤0.01%
528,966
+167,501
1694
$9.29M ﹤0.01%
640,850
1695
$9.28M ﹤0.01%
10,852
-176
1696
$9.27M ﹤0.01%
488,458
+108,579
1697
$9.26M ﹤0.01%
246,326
-19,812
1698
$9.25M ﹤0.01%
184,466
+4,467
1699
$9.25M ﹤0.01%
188,775
-4,406
1700
$9.25M ﹤0.01%
107,992
-2,687