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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$7.82M ﹤0.01%
582,018
+8,711
1777
$7.82M ﹤0.01%
46,364
-1,129
1778
$7.81M ﹤0.01%
429,090
+99,984
1779
$7.81M ﹤0.01%
366,801
+16,884
1780
$7.8M ﹤0.01%
212,259
-5,973
1781
$7.78M ﹤0.01%
274,100
+36,500
1782
$7.78M ﹤0.01%
307,300
-5,144
1783
$7.77M ﹤0.01%
312,275
-116,114
1784
$7.77M ﹤0.01%
152,403
-2,709
1785
$7.76M ﹤0.01%
100,928
-5,903
1786
$7.76M ﹤0.01%
456,390
+401,324
1787
$7.75M ﹤0.01%
233,277
-4,188
1788
$7.75M ﹤0.01%
120,098
+1,105
1789
$7.73M ﹤0.01%
876,735
+64,307
1790
$7.73M ﹤0.01%
170,443
-4,062
1791
$7.71M ﹤0.01%
142,354
-6,641
1792
$7.71M ﹤0.01%
358,657
-20,634
1793
$7.7M ﹤0.01%
613,267
+15,378
1794
$7.69M ﹤0.01%
397,400
-5,323
1795
$7.66M ﹤0.01%
427,479
-15,156
1796
$7.63M ﹤0.01%
94,912
+8,432
1797
$7.63M ﹤0.01%
401,262
+51,034
1798
$7.59M ﹤0.01%
49,739
+127
1799
$7.59M ﹤0.01%
139,495
+19,874
1800
$7.59M ﹤0.01%
71,603
-379