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
1826
$8.46M ﹤0.01%
1,515,448
-134,363
1827
$8.45M ﹤0.01%
30,222
-2,934
1828
$8.45M ﹤0.01%
38,352
-2,629
1829
$8.43M ﹤0.01%
6,208
-25,187
1830
$8.42M ﹤0.01%
227,340
-25,091
1831
$8.41M ﹤0.01%
182,593
-39,039
1832
$8.41M ﹤0.01%
113,193
-6,507
1833
$8.4M ﹤0.01%
656,030
-28,428
1834
$8.39M ﹤0.01%
364,263
-1,834
1835
$8.38M ﹤0.01%
346,262
-6,350
1836
$8.38M ﹤0.01%
1,311,260
-1,200,907
1837
$8.37M ﹤0.01%
140,654
+99,859
1838
$8.37M ﹤0.01%
234,270
-41,590
1839
$8.37M ﹤0.01%
166,927
-292,007
1840
$8.36M ﹤0.01%
167,864
-13,362
1841
$8.36M ﹤0.01%
290,824
-30,115
1842
$8.36M ﹤0.01%
492,639
+36,196
1843
$8.33M ﹤0.01%
523,296
-406,511
1844
$8.33M ﹤0.01%
185,371
-25,350
1845
$8.3M ﹤0.01%
340,497
+1,156
1846
$8.29M ﹤0.01%
1,060,321
-74,324
1847
$8.29M ﹤0.01%
58,892
-1,987
1848
$8.27M ﹤0.01%
98,977
-10,259
1849
$8.25M ﹤0.01%
129,762
+16,533
1850
$8.22M ﹤0.01%
148,564
-8,192