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
1801
$6.68M ﹤0.01%
180,076
-217,385
1802
$6.67M ﹤0.01%
223,085
+33,085
1803
$6.67M ﹤0.01%
175,618
+66,555
1804
$6.67M ﹤0.01%
94,315
+11,807
1805
$6.62M ﹤0.01%
251,834
+8,037
1806
$6.6M ﹤0.01%
381,841
+135,323
1807
$6.59M ﹤0.01%
122,513
+4,459
1808
$6.57M ﹤0.01%
152,252
-24,439
1809
$6.55M ﹤0.01%
261,597
+15,318
1810
$6.52M ﹤0.01%
95,130
+11,210
1811
$6.5M ﹤0.01%
225,613
+66,271
1812
$6.5M ﹤0.01%
157,849
-7,580
1813
$6.5M ﹤0.01%
115,735
+20,695
1814
$6.49M ﹤0.01%
500,613
-34,390
1815
$6.47M ﹤0.01%
80,093
-68,262
1816
$6.47M ﹤0.01%
138,108
-10,291
1817
$6.46M ﹤0.01%
275,716
+13,961
1818
$6.45M ﹤0.01%
332,512
+36,695
1819
$6.45M ﹤0.01%
131,677
+4,545
1820
$6.45M ﹤0.01%
138,272
+1,232
1821
$6.45M ﹤0.01%
230,253
+746
1822
$6.45M ﹤0.01%
312,197
-44,670
1823
$6.44M ﹤0.01%
221,650
+6,790
1824
$6.43M ﹤0.01%
653,901
+394,878
1825
$6.41M ﹤0.01%
359,664
-71,430