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
$270B
AUM Growth
-$16.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$326M
3 +$309M
4
PG icon
Procter & Gamble
PG
+$222M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$206M

Top Sells

1 +$318M
2 +$317M
3 +$305M
4
HSY icon
Hershey
HSY
+$303M
5
ENPH icon
Enphase Energy
ENPH
+$258M

Sector Composition

1 Technology 20.03%
2 Healthcare 12.58%
3 Financials 11.52%
4 Industrials 8.58%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$8.63M ﹤0.01%
262,770
-11,246
1752
$8.62M ﹤0.01%
363,212
+1,354
1753
$8.61M ﹤0.01%
240,306
-18,455
1754
$8.6M ﹤0.01%
126,952
+4,372
1755
$8.57M ﹤0.01%
185,333
-19,865
1756
$8.57M ﹤0.01%
144,187
-2,246
1757
$8.55M ﹤0.01%
205,266
+10,712
1758
$8.55M ﹤0.01%
279,829
+36,642
1759
$8.55M ﹤0.01%
102,117
+2,928
1760
$8.54M ﹤0.01%
275,860
+129,085
1761
$8.54M ﹤0.01%
136,090
-19,182
1762
$8.53M ﹤0.01%
403,268
-52,412
1763
$8.52M ﹤0.01%
178,729
-70,477
1764
$8.5M ﹤0.01%
101,975
+1,817
1765
$8.49M ﹤0.01%
68,769
+903
1766
$8.49M ﹤0.01%
261,121
+4,348
1767
$8.47M ﹤0.01%
34,433
+2,909
1768
$8.44M ﹤0.01%
317,396
-6,971
1769
$8.44M ﹤0.01%
425,561
+46,648
1770
$8.4M ﹤0.01%
128,422
-15,368
1771
$8.37M ﹤0.01%
481,659
-134,259
1772
$8.35M ﹤0.01%
210,721
+8,383
1773
$8.34M ﹤0.01%
331,873
-4,135
1774
$8.33M ﹤0.01%
72,157
-2,159
1775
$8.32M ﹤0.01%
56,643
-2,853