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
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$8.05M ﹤0.01%
138,666
-12,756
1827
$8.03M ﹤0.01%
511,853
+218,619
1828
$8M ﹤0.01%
108,797
+56,632
1829
$7.99M ﹤0.01%
328,438
-975,766
1830
$7.98M ﹤0.01%
107,510
-2,792
1831
$7.95M ﹤0.01%
213,886
-49,191
1832
$7.95M ﹤0.01%
52,508
-6,042
1833
$7.95M ﹤0.01%
68,424
-2,430
1834
$7.94M ﹤0.01%
541,261
-9,045
1835
$7.94M ﹤0.01%
105,499
-6,613
1836
$7.94M ﹤0.01%
132,034
+3,159
1837
$7.93M ﹤0.01%
100,399
-4,954
1838
$7.92M ﹤0.01%
38,792
-1,843
1839
$7.92M ﹤0.01%
206,841
+12,386
1840
$7.89M ﹤0.01%
170,979
-59,089
1841
$7.88M ﹤0.01%
82,003
+4,372
1842
$7.88M ﹤0.01%
37,156
-16,138
1843
$7.87M ﹤0.01%
346,856
+71,171
1844
$7.85M ﹤0.01%
169,684
-1,197
1845
$7.85M ﹤0.01%
158,065
-49,603
1846
$7.82M ﹤0.01%
86,594
+81,405
1847
$7.82M ﹤0.01%
130,864
-150,310
1848
$7.82M ﹤0.01%
215,617
-7,133
1849
$7.79M ﹤0.01%
47,809
-4,831
1850
$7.78M ﹤0.01%
154,932
-92,837