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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$7.89M ﹤0.01%
333,032
-254,930
1752
$7.88M ﹤0.01%
4,609,236
+1,842,465
1753
$7.87M ﹤0.01%
290,719
-6,780
1754
$7.87M ﹤0.01%
210,706
+28,375
1755
$7.86M ﹤0.01%
376,758
+51,358
1756
$7.85M ﹤0.01%
124,709
+970
1757
$7.85M ﹤0.01%
416,052
-10,773
1758
$7.84M ﹤0.01%
503,359
-265,682
1759
$7.84M ﹤0.01%
502,472
-22,824
1760
$7.84M ﹤0.01%
189,939
+169,238
1761
$7.83M ﹤0.01%
293,752
-198,179
1762
$7.83M ﹤0.01%
250,939
-11,140
1763
$7.82M ﹤0.01%
250,834
+42,537
1764
$7.81M ﹤0.01%
259,740
+36,275
1765
$7.81M ﹤0.01%
172,934
-15,248
1766
$7.81M ﹤0.01%
819,098
+60,309
1767
$7.81M ﹤0.01%
215,710
+971
1768
$7.79M ﹤0.01%
236,066
-38,537
1769
$7.79M ﹤0.01%
548,018
+42,892
1770
$7.79M ﹤0.01%
201,581
-37,175
1771
$7.78M ﹤0.01%
66,517
-826
1772
$7.77M ﹤0.01%
441,141
+18,022
1773
$7.75M ﹤0.01%
328,003
-45,080
1774
$7.75M ﹤0.01%
146,544
-123,785
1775
$7.75M ﹤0.01%
164,843
-31,653