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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$6.89M ﹤0.01%
420,788
-194,155
1777
$6.89M ﹤0.01%
773,500
-11,934,650
1778
$6.89M ﹤0.01%
149,393
+20,650
1779
$6.88M ﹤0.01%
451,037
-16,282
1780
$6.88M ﹤0.01%
773,767
-20,941
1781
$6.87M ﹤0.01%
824,238
-9,225
1782
$6.86M ﹤0.01%
223,064
-51,800
1783
$6.86M ﹤0.01%
300,023
+7,186
1784
$6.83M ﹤0.01%
453,611
-188,729
1785
$6.83M ﹤0.01%
234,767
-14,929
1786
$6.82M ﹤0.01%
93,893
+5,215
1787
$6.8M ﹤0.01%
167,445
-80,817
1788
$6.8M ﹤0.01%
+325,677
1789
$6.78M ﹤0.01%
398,528
-2,800
1790
$6.75M ﹤0.01%
135,724
-27,720
1791
$6.75M ﹤0.01%
99,852
+12,137
1792
$6.73M ﹤0.01%
252,103
+21,240
1793
$6.73M ﹤0.01%
640,939
-103,472
1794
$6.73M ﹤0.01%
188,202
-11,894
1795
$6.73M ﹤0.01%
85,050
-8,595
1796
$6.72M ﹤0.01%
87,478
+84,704
1797
$6.71M ﹤0.01%
73,121
+3,183
1798
$6.71M ﹤0.01%
229,976
+55,676
1799
$6.69M ﹤0.01%
145,348
+3,340
1800
$6.69M ﹤0.01%
103,710
+6,799