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
1826
$8.33M ﹤0.01%
575,000
1827
$8.3M ﹤0.01%
197,735
+53,926
1828
$8.3M ﹤0.01%
334,974
-7,914
1829
$8.3M ﹤0.01%
385,121
+35,172
1830
$8.28M ﹤0.01%
117,391
-17,172
1831
$8.28M ﹤0.01%
65,649
-868
1832
$8.27M ﹤0.01%
287,265
+51,044
1833
$8.26M ﹤0.01%
267,516
+3,186
1834
$8.26M ﹤0.01%
211,498
+9,438
1835
$8.23M ﹤0.01%
378,554
-45,958
1836
$8.19M ﹤0.01%
81,793
-4,249
1837
$8.18M ﹤0.01%
175,794
-156
1838
$8.17M ﹤0.01%
210,455
+24,416
1839
$8.16M ﹤0.01%
184,398
+62,787
1840
$8.16M ﹤0.01%
820,033
+935
1841
$8.16M ﹤0.01%
269,825
+6,000
1842
$8.15M ﹤0.01%
331,589
+2,166
1843
$8.12M ﹤0.01%
327,288
+61,983
1844
$8.12M ﹤0.01%
196,919
+168,457
1845
$8.11M ﹤0.01%
208,854
-59,594
1846
$8.11M ﹤0.01%
354,730
-147,062
1847
$8.1M ﹤0.01%
251,234
-123,970
1848
$8.1M ﹤0.01%
160,145
+12,206
1849
$8.09M ﹤0.01%
222,919
+13,124
1850
$8.08M ﹤0.01%
118,063
-12,484