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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$6.95M ﹤0.01%
202,707
-404,068
1702
$6.92M ﹤0.01%
276,754
+81,136
1703
$6.92M ﹤0.01%
589,685
-183,551
1704
$6.91M ﹤0.01%
80,717
+30,477
1705
$6.88M ﹤0.01%
187,075
+43,316
1706
$6.86M ﹤0.01%
149,504
+22,846
1707
$6.86M ﹤0.01%
200,454
+5,752
1708
$6.86M ﹤0.01%
67,813
+3,709
1709
$6.85M ﹤0.01%
244,423
+4,110
1710
$6.85M ﹤0.01%
265,038
-86,262
1711
$6.84M ﹤0.01%
163,172
-30,742
1712
$6.84M ﹤0.01%
23,578
+3,609
1713
$6.83M ﹤0.01%
127,143
+42,167
1714
$6.82M ﹤0.01%
377,025
-1,999,037
1715
$6.81M ﹤0.01%
283,720
+75,964
1716
$6.8M ﹤0.01%
207,659
+3,990
1717
$6.8M ﹤0.01%
383,314
+145,470
1718
$6.8M ﹤0.01%
170,568
-34,472
1719
$6.8M ﹤0.01%
209,019
+3,161
1720
$6.8M ﹤0.01%
66,360
+65,938
1721
$6.78M ﹤0.01%
98,614
+2,914
1722
$6.78M ﹤0.01%
90,090
-2,178
1723
$6.77M ﹤0.01%
353,345
-587
1724
$6.76M ﹤0.01%
204,801
+2,365
1725
$6.76M ﹤0.01%
218,734
+65,338