Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

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
+20.64%
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
151
$324M 0.14%
2,077,576
+83,889
152
$323M 0.14%
8,204,917
+3,083,203
153
$322M 0.14%
6,069,736
+2,692
154
$321M 0.14%
7,905,392
+798,168
155
$320M 0.14%
4,773,056
+1,779,315
156
$319M 0.14%
8,385,483
+268,849
157
$319M 0.14%
2,377,578
+327,554
158
$314M 0.14%
1,655,507
-3,016
159
$314M 0.14%
1,694,901
-14,217
160
$312M 0.14%
4,108,377
+2,629,867
161
$311M 0.14%
7,646,000
-43,690
162
$311M 0.14%
6,521,071
+178,770
163
$310M 0.14%
2,741,584
-9,274
164
$308M 0.14%
6,120,476
+2,068,255
165
$308M 0.14%
4,459,483
+3,597,062
166
$308M 0.14%
11,567,439
-1,296,710
167
$305M 0.14%
990,597
-39,456
168
$305M 0.14%
6,958,206
-794,168
169
$302M 0.13%
1,758,328
+143,781
170
$300M 0.13%
6,717,870
+289,077
171
$299M 0.13%
6,856,729
-1,753,161
172
$298M 0.13%
5,803,875
+707,637
173
$297M 0.13%
10,785,201
+3,658,984
174
$291M 0.13%
24,239,660
-1,775,493
175
$288M 0.13%
1,261,352
-9,766