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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$9.55M ﹤0.01%
832,325
+313,623
1727
$9.54M ﹤0.01%
487,466
-30,855
1728
$9.54M ﹤0.01%
360,985
-42,283
1729
$9.54M ﹤0.01%
136,583
-13,088
1730
$9.53M ﹤0.01%
464,339
-129,091
1731
$9.53M ﹤0.01%
263,776
-4,078
1732
$9.52M ﹤0.01%
1,248,725
+516,804
1733
$9.48M ﹤0.01%
60,912
+15,249
1734
$9.48M ﹤0.01%
198,795
+184
1735
$9.47M ﹤0.01%
328,460
-1,690
1736
$9.47M ﹤0.01%
343,238
+5,152
1737
$9.46M ﹤0.01%
120,590
-5,136
1738
$9.46M ﹤0.01%
272,749
+13,111
1739
$9.46M ﹤0.01%
333,711
+24,463
1740
$9.45M ﹤0.01%
613,260
-84,981
1741
$9.45M ﹤0.01%
1,074,875
-68,245
1742
$9.44M ﹤0.01%
102,150
-6,736
1743
$9.4M ﹤0.01%
269,415
-34,526
1744
$9.4M ﹤0.01%
244,340
-3,569
1745
$9.38M ﹤0.01%
69,168
-1,450
1746
$9.37M ﹤0.01%
967,425
-38,901
1747
$9.35M ﹤0.01%
157,586
+15,674
1748
$9.33M ﹤0.01%
344,798
-23,782
1749
$9.32M ﹤0.01%
1,004,289
+177,400
1750
$9.31M ﹤0.01%
220,908
+129,964