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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$10.5M ﹤0.01%
39,234
+2,452
1702
$10.5M ﹤0.01%
159,351
-7,349
1703
$10.5M ﹤0.01%
189,532
-23,780
1704
$10.4M ﹤0.01%
354,471
-152,817
1705
$10.4M ﹤0.01%
171,435
-6,747
1706
$10.4M ﹤0.01%
198,901
-946
1707
$10.4M ﹤0.01%
877,874
-674,926
1708
$10.4M ﹤0.01%
309,965
+13,300
1709
$10.3M ﹤0.01%
265,341
-29,508
1710
$10.3M ﹤0.01%
28,905
+1,655
1711
$10.3M ﹤0.01%
538,625
+102,989
1712
$10.3M ﹤0.01%
110,358
+1,547
1713
$10.3M ﹤0.01%
246,378
-18,583
1714
$10.3M ﹤0.01%
665,111
-156,691
1715
$10.3M ﹤0.01%
226,772
-25,425
1716
$10.3M ﹤0.01%
282,027
+14,439
1717
$10.3M ﹤0.01%
134,827
-10,674
1718
$10.2M ﹤0.01%
904,362
-59,077
1719
$10.2M ﹤0.01%
86,634
+383
1720
$10.2M ﹤0.01%
379,215
+194,102
1721
$10.2M ﹤0.01%
292,623
-47,210
1722
$10.2M ﹤0.01%
402,845
+26,770
1723
$10.1M ﹤0.01%
151,187
-3,421
1724
$10.1M ﹤0.01%
591,358
+54,522
1725
$10.1M ﹤0.01%
505,130
-10,496