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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11.9M ﹤0.01%
312,227
-4,490
1727
$11.9M ﹤0.01%
614,381
-19,028
1728
$11.9M ﹤0.01%
377,559
-25,589
1729
$11.9M ﹤0.01%
541,546
-32,616
1730
$11.9M ﹤0.01%
91,270
+7,456
1731
$11.9M ﹤0.01%
178,774
+9,487
1732
$11.8M ﹤0.01%
191,535
-2,709
1733
$11.8M ﹤0.01%
204,809
-100,178
1734
$11.8M ﹤0.01%
200,592
+13,538
1735
$11.8M ﹤0.01%
63,905
-632
1736
$11.8M ﹤0.01%
20,931
-47,935
1737
$11.8M ﹤0.01%
367,674
+1,192
1738
$11.8M ﹤0.01%
266,708
+4,069
1739
$11.7M ﹤0.01%
1,222,342
+8,358
1740
$11.7M ﹤0.01%
116,482
-1,265
1741
$11.7M ﹤0.01%
105,026
-1,682
1742
$11.7M ﹤0.01%
270,606
-14,241
1743
$11.7M ﹤0.01%
3,862,630
-147,349
1744
$11.7M ﹤0.01%
189,014
+36,416
1745
$11.6M ﹤0.01%
1,069,412
-97,676
1746
$11.6M ﹤0.01%
605,039
+37,987
1747
$11.6M ﹤0.01%
445,557
-48,802
1748
$11.6M ﹤0.01%
470,194
-5,955
1749
$11.6M ﹤0.01%
170,912
+2,505
1750
$11.6M ﹤0.01%
199,228
-17,659