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
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$335M
3 +$278M
4
QCOM icon
Qualcomm
QCOM
+$236M
5
SO icon
Southern Company
SO
+$235M

Top Sells

1 +$466M
2 +$466M
3 +$436M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$415M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.57%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$9.01M ﹤0.01%
237,518
-21,784
1802
$9.01M ﹤0.01%
109,846
-755
1803
$9.01M ﹤0.01%
159,552
-5,551
1804
$8.93M ﹤0.01%
178,315
-6,200
1805
$8.92M ﹤0.01%
45,657
-1,987
1806
$8.9M ﹤0.01%
1,693,356
+1,121,747
1807
$8.9M ﹤0.01%
498,095
-13,778
1808
$8.88M ﹤0.01%
318,361
-10,841
1809
$8.87M ﹤0.01%
202,450
+993
1810
$8.85M ﹤0.01%
133,784
+65,830
1811
$8.85M ﹤0.01%
439,299
-15,982
1812
$8.85M ﹤0.01%
231,136
+86,667
1813
$8.84M ﹤0.01%
321,954
-39,031
1814
$8.84M ﹤0.01%
83,716
-3,477
1815
$8.83M ﹤0.01%
204,125
+34
1816
$8.82M ﹤0.01%
478,751
-7,291
1817
$8.81M ﹤0.01%
158,300
-4,751
1818
$8.8M ﹤0.01%
95,268
+13,204
1819
$8.79M ﹤0.01%
757,750
+19,257
1820
$8.79M ﹤0.01%
312,084
+4,491
1821
$8.78M ﹤0.01%
526,329
-11,847
1822
$8.77M ﹤0.01%
233,432
-34,401
1823
$8.77M ﹤0.01%
933,905
+20,172
1824
$8.77M ﹤0.01%
115,108
-5,482
1825
$8.75M ﹤0.01%
1,216,291
+115,058