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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11.8M ﹤0.01%
201,079
-6,559
1727
$11.8M ﹤0.01%
238,756
+23,882
1728
$11.8M ﹤0.01%
30,298
+5,179
1729
$11.8M ﹤0.01%
321,774
-601,840
1730
$11.7M ﹤0.01%
62,833
+25,426
1731
$11.7M ﹤0.01%
410,996
-28,339
1732
$11.7M ﹤0.01%
211,199
-230
1733
$11.7M ﹤0.01%
220,148
+4,624
1734
$11.6M ﹤0.01%
101,295
-14,273
1735
$11.6M ﹤0.01%
203,921
-7,914
1736
$11.6M ﹤0.01%
140,178
+1,016
1737
$11.6M ﹤0.01%
285,450
-73,525
1738
$11.6M ﹤0.01%
212,246
+163,651
1739
$11.6M ﹤0.01%
630,320
+151,224
1740
$11.5M ﹤0.01%
618,420
-1,144
1741
$11.5M ﹤0.01%
365,224
-268,656
1742
$11.5M ﹤0.01%
154,574
+27,952
1743
$11.5M ﹤0.01%
146,423
+14,320
1744
$11.5M ﹤0.01%
319,983
-3,968
1745
$11.5M ﹤0.01%
572,626
+22,393
1746
$11.5M ﹤0.01%
421,742
+105,049
1747
$11.5M ﹤0.01%
271,142
-51,120
1748
$11.5M ﹤0.01%
349,694
-30,018
1749
$11.4M ﹤0.01%
485,173
+19,215
1750
$11.4M ﹤0.01%
178,838
+1,617