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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$7.46M ﹤0.01%
40,757
-61,772
1702
$7.45M ﹤0.01%
331,936
+6,316
1703
$7.44M ﹤0.01%
234,624
+27,992
1704
$7.44M ﹤0.01%
210,589
-107,980
1705
$7.43M ﹤0.01%
1,597,256
+38,892
1706
$7.43M ﹤0.01%
65,399
+1,561
1707
$7.42M ﹤0.01%
159,221
+7,633
1708
$7.4M ﹤0.01%
+4,868,960
1709
$7.38M ﹤0.01%
82,314
-763
1710
$7.36M ﹤0.01%
395,194
+138,004
1711
$7.36M ﹤0.01%
363,038
+191,648
1712
$7.35M ﹤0.01%
163,370
+5,103
1713
$7.32M ﹤0.01%
130,594
+10,920
1714
$7.32M ﹤0.01%
86,875
-6,831
1715
$7.32M ﹤0.01%
260,459
-13,421
1716
$7.32M ﹤0.01%
59,560
+1,075
1717
$7.32M ﹤0.01%
458,810
+20,416
1718
$7.31M ﹤0.01%
266,318
+2,040
1719
$7.31M ﹤0.01%
482,734
+20,472
1720
$7.29M ﹤0.01%
65,133
+10,829
1721
$7.29M ﹤0.01%
138,541
+24,720
1722
$7.28M ﹤0.01%
571,594
-9,409
1723
$7.28M ﹤0.01%
157,235
-10,480
1724
$7.25M ﹤0.01%
270,367
-24,916
1725
$7.24M ﹤0.01%
65,565
+14,525