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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$9.87M ﹤0.01%
40,744
+1,510
1752
$9.84M ﹤0.01%
250,734
+2,896
1753
$9.83M ﹤0.01%
163,151
-7,370
1754
$9.82M ﹤0.01%
617,531
-3,832
1755
$9.81M ﹤0.01%
270,036
+30,221
1756
$9.8M ﹤0.01%
298,486
+17,714
1757
$9.78M ﹤0.01%
637,749
+162,914
1758
$9.78M ﹤0.01%
303,323
-1,240,450
1759
$9.78M ﹤0.01%
203,791
+54,958
1760
$9.76M ﹤0.01%
259,267
-13,000
1761
$9.75M ﹤0.01%
164,672
-8,702
1762
$9.75M ﹤0.01%
96,461
-3,734
1763
$9.73M ﹤0.01%
170,313
-37,551
1764
$9.72M ﹤0.01%
115,938
+13,609
1765
$9.72M ﹤0.01%
416,823
+225,288
1766
$9.71M ﹤0.01%
305,675
-8,606
1767
$9.71M ﹤0.01%
162,113
-10,645
1768
$9.71M ﹤0.01%
153,244
+4,805
1769
$9.69M ﹤0.01%
92,451
-325
1770
$9.67M ﹤0.01%
518,159
-42,935
1771
$9.67M ﹤0.01%
340,342
-4,475
1772
$9.66M ﹤0.01%
437,197
-78,532
1773
$9.66M ﹤0.01%
609,460
-377,780
1774
$9.66M ﹤0.01%
249,908
-8,582
1775
$9.64M ﹤0.01%
227,635
-79,590