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
1701
$6.66M ﹤0.01%
112,387
-176,760
1702
$6.65M ﹤0.01%
137,695
+29,211
1703
$6.64M ﹤0.01%
244,322
-2,748
1704
$6.64M ﹤0.01%
331,193
+87,690
1705
$6.64M ﹤0.01%
68,134
+18,418
1706
$6.63M ﹤0.01%
47,134
-276
1707
$6.63M ﹤0.01%
138,079
+3,828
1708
$6.61M ﹤0.01%
165,471
-22,789
1709
$6.61M ﹤0.01%
132,274
+4,368
1710
$6.61M ﹤0.01%
320,811
+15,556
1711
$6.59M ﹤0.01%
178,842
-10,030
1712
$6.59M ﹤0.01%
616,976
-158,021
1713
$6.58M ﹤0.01%
146,839
-4,052
1714
$6.57M ﹤0.01%
138,560
-35,715
1715
$6.57M ﹤0.01%
136,011
-7,262
1716
$6.55M ﹤0.01%
467,619
+68,451
1717
$6.52M ﹤0.01%
326,241
-159,689
1718
$6.52M ﹤0.01%
109,071
+16,734
1719
$6.49M ﹤0.01%
97,500
-92,500
1720
$6.48M ﹤0.01%
240,049
-29,951
1721
$6.47M ﹤0.01%
1,305,030
-138,852
1722
$6.47M ﹤0.01%
136,458
+7,678
1723
$6.47M ﹤0.01%
256,310
+6,763
1724
$6.45M ﹤0.01%
543,433
-64,237
1725
$6.44M ﹤0.01%
383,475
-19,800