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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$471M
2 +$438M
3 +$409M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$363M
5
HPE icon
Hewlett Packard
HPE
+$317M

Top Sells

1 +$700M
2 +$609M
3 +$544M
4
MCHP icon
Microchip Technology
MCHP
+$529M
5
BDX icon
Becton Dickinson
BDX
+$501M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.43%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$9.51M ﹤0.01%
181,179
-14,201
1802
$9.49M ﹤0.01%
90,633
-5,419
1803
$9.47M ﹤0.01%
1,894,795
-64,657
1804
$9.45M ﹤0.01%
75,473
-20,024
1805
$9.44M ﹤0.01%
276,939
+4,800
1806
$9.4M ﹤0.01%
93,945
-6,096
1807
$9.4M ﹤0.01%
282,872
+7,190
1808
$9.38M ﹤0.01%
507,571
+114,868
1809
$9.37M ﹤0.01%
364,310
+2,403
1810
$9.36M ﹤0.01%
486,228
-34,852
1811
$9.34M ﹤0.01%
272,842
-293,026
1812
$9.29M ﹤0.01%
358,681
+6,713
1813
$9.29M ﹤0.01%
190,828
+72,929
1814
$9.27M ﹤0.01%
215,913
-16,198
1815
$9.25M ﹤0.01%
229,081
+10,572
1816
$9.24M ﹤0.01%
461,804
-812,782
1817
$9.23M ﹤0.01%
346,891
+12,410
1818
$9.22M ﹤0.01%
585,060
+29,563
1819
$9.22M ﹤0.01%
656,093
+374,313
1820
$9.22M ﹤0.01%
306,883
-4,137
1821
$9.22M ﹤0.01%
198,921
+1,862
1822
$9.2M ﹤0.01%
116,858
-8,321
1823
$9.2M ﹤0.01%
80,018
+34,008
1824
$9.16M ﹤0.01%
80,675
-10,938
1825
$9.16M ﹤0.01%
413,397
+993