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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$8.97M ﹤0.01%
258,945
+8,824
1777
$8.95M ﹤0.01%
164,054
-14,675
1778
$8.94M ﹤0.01%
318,413
+1,017
1779
$8.94M ﹤0.01%
137,585
-2,531
1780
$8.9M ﹤0.01%
56,169
-6,919
1781
$8.9M ﹤0.01%
123,244
+5,248
1782
$8.89M ﹤0.01%
62,706
-6,063
1783
$8.86M ﹤0.01%
155,336
-138,002
1784
$8.85M ﹤0.01%
76,704
+2,323
1785
$8.85M ﹤0.01%
190,501
-18,787
1786
$8.83M ﹤0.01%
82,960
-4,044
1787
$8.82M ﹤0.01%
267,833
-48,731
1788
$8.82M ﹤0.01%
145,215
-8,682
1789
$8.81M ﹤0.01%
740,257
-286,871
1790
$8.81M ﹤0.01%
260,708
-2,062
1791
$8.8M ﹤0.01%
144,856
-13,474
1792
$8.8M ﹤0.01%
165,103
-1,560
1793
$8.79M ﹤0.01%
58,734
-2,483
1794
$8.79M ﹤0.01%
52,664
-2,235
1795
$8.78M ﹤0.01%
80,770
-9,917
1796
$8.77M ﹤0.01%
222,160
-5,888
1797
$8.77M ﹤0.01%
+703,501
1798
$8.75M ﹤0.01%
288,202
-16,383
1799
$8.72M ﹤0.01%
+1,673,788
1800
$8.71M ﹤0.01%
213,263
-139,976