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
$217B
AUM Growth
+$17.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$386M
2 +$363M
3 +$335M
4
NXPI icon
NXP Semiconductors
NXPI
+$320M
5
ICE icon
Intercontinental Exchange
ICE
+$288M

Top Sells

1 +$743M
2 +$715M
3 +$648M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$641M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$475M

Sector Composition

1 Technology 18.65%
2 Financials 12.57%
3 Healthcare 11.29%
4 Consumer Discretionary 8.74%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$8.79M ﹤0.01%
989,563
+192,579
1777
$8.77M ﹤0.01%
258,533
+4,755
1778
$8.77M ﹤0.01%
359,866
-4,487
1779
$8.76M ﹤0.01%
120,323
+3,537
1780
$8.75M ﹤0.01%
282,066
-34,771
1781
$8.75M ﹤0.01%
29,702
-11,758
1782
$8.75M ﹤0.01%
200,070
+29,563
1783
$8.75M ﹤0.01%
298,396
-377,460
1784
$8.73M ﹤0.01%
495,572
+100,506
1785
$8.71M ﹤0.01%
796,238
+85,067
1786
$8.71M ﹤0.01%
+80,000
1787
$8.7M ﹤0.01%
186,559
-2,692
1788
$8.7M ﹤0.01%
191,284
-98,049
1789
$8.68M ﹤0.01%
633,456
+292,515
1790
$8.67M ﹤0.01%
121,679
-50,029
1791
$8.67M ﹤0.01%
235,457
-15,482
1792
$8.66M ﹤0.01%
50,379
-28,247
1793
$8.61M ﹤0.01%
560,484
+44,221
1794
$8.6M ﹤0.01%
426,846
+414,585
1795
$8.59M ﹤0.01%
254,527
-843
1796
$8.59M ﹤0.01%
225,684
-739
1797
$8.59M ﹤0.01%
444,701
+236,534
1798
$8.57M ﹤0.01%
235,043
+217,890
1799
$8.57M ﹤0.01%
265,679
-10,000
1800
$8.55M ﹤0.01%
215,991
+42,870