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
1751
$11.6M ﹤0.01%
492,738
-7,827
1752
$11.6M ﹤0.01%
62,358
+3,567
1753
$11.6M ﹤0.01%
272,271
-234
1754
$11.5M ﹤0.01%
251,532
+817
1755
$11.5M ﹤0.01%
824,342
-9,187
1756
$11.5M ﹤0.01%
46,137
-8,088
1757
$11.5M ﹤0.01%
210,912
+143,319
1758
$11.5M ﹤0.01%
135,839
+26,438
1759
$11.5M ﹤0.01%
91,736
-4,655
1760
$11.4M ﹤0.01%
188,491
+133,514
1761
$11.4M ﹤0.01%
137,812
+60,486
1762
$11.4M ﹤0.01%
51,296
-2,064
1763
$11.4M ﹤0.01%
352,808
-939
1764
$11.4M ﹤0.01%
175,357
-2,883
1765
$11.3M ﹤0.01%
158,044
+12,115
1766
$11.3M ﹤0.01%
526,534
+29,316
1767
$11.3M ﹤0.01%
109,184
-76,985
1768
$11.3M ﹤0.01%
641,420
-53,909
1769
$11.3M ﹤0.01%
317,476
-8,729
1770
$11.3M ﹤0.01%
172,661
-3,958
1771
$11.3M ﹤0.01%
414,965
+110,999
1772
$11.3M ﹤0.01%
563,334
+58,703
1773
$11.3M ﹤0.01%
231,376
-3,069
1774
$11.3M ﹤0.01%
161,119
+3,160
1775
$11.3M ﹤0.01%
2,062,019
+8,248