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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$9M ﹤0.01%
927,500
+293,300
1752
$8.98M ﹤0.01%
264,928
+123,093
1753
$8.97M ﹤0.01%
554,438
+64,785
1754
$8.92M ﹤0.01%
199,874
-35,874
1755
$8.91M ﹤0.01%
+264,285
1756
$8.91M ﹤0.01%
456,917
-9,226
1757
$8.9M ﹤0.01%
1,151,949
+406,700
1758
$8.89M ﹤0.01%
182,368
-175,074
1759
$8.88M ﹤0.01%
+221,536
1760
$8.87M ﹤0.01%
452,450
-50,760
1761
$8.86M ﹤0.01%
227,487
+98,977
1762
$8.85M ﹤0.01%
248,639
-640
1763
$8.84M ﹤0.01%
241,448
-5,319
1764
$8.82M ﹤0.01%
154,925
-19,031
1765
$8.81M ﹤0.01%
1,328,182
+161,552
1766
$8.81M ﹤0.01%
244,594
-3,710
1767
$8.79M ﹤0.01%
225,988
-54,457
1768
$8.76M ﹤0.01%
189,500
+60,815
1769
$8.74M ﹤0.01%
81,824
+12,329
1770
$8.71M ﹤0.01%
531,453
-46,215
1771
$8.7M ﹤0.01%
350,046
+149,274
1772
$8.7M ﹤0.01%
47,937
+14,248
1773
$8.69M ﹤0.01%
633,713
+174,764
1774
$8.67M ﹤0.01%
281,890
+10,440
1775
$8.67M ﹤0.01%
747,625
-46,525