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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$10.1M ﹤0.01%
492,949
-191,861
1702
$10.1M ﹤0.01%
304,999
+3,948
1703
$10.1M ﹤0.01%
120,770
+1,411
1704
$10.1M ﹤0.01%
204,830
+57,591
1705
$10.1M ﹤0.01%
173,602
+16,347
1706
$10M ﹤0.01%
165,715
-35,176
1707
$10M ﹤0.01%
31,290
+13,113
1708
$10M ﹤0.01%
429,831
+81,087
1709
$10M ﹤0.01%
145,915
+27,795
1710
$10M ﹤0.01%
105,465
+34,218
1711
$9.99M ﹤0.01%
268,512
+32,004
1712
$9.98M ﹤0.01%
178,763
+2,134
1713
$9.97M ﹤0.01%
297,953
-90,702
1714
$9.97M ﹤0.01%
83,442
+8,925
1715
$9.95M ﹤0.01%
86,206
+10,711
1716
$9.94M ﹤0.01%
452,350
+22,208
1717
$9.93M ﹤0.01%
309,471
-171
1718
$9.93M ﹤0.01%
16,573
-9,242
1719
$9.93M ﹤0.01%
271,544
-12,437
1720
$9.91M ﹤0.01%
534,525
-663
1721
$9.88M ﹤0.01%
119,645
+12,636
1722
$9.86M ﹤0.01%
230,746
+8,567
1723
$9.82M ﹤0.01%
630,651
+56,397
1724
$9.8M ﹤0.01%
317,952
+14,329
1725
$9.79M ﹤0.01%
84,395
+6,896