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
1826
$9.16M ﹤0.01%
176,604
+5,845
1827
$9.14M ﹤0.01%
68,397
+6,664
1828
$9.14M ﹤0.01%
2,291,328
-202,774
1829
$9.14M ﹤0.01%
445,840
-37,176
1830
$9.12M ﹤0.01%
217,313
-26,432
1831
$9.12M ﹤0.01%
87,729
+5,248
1832
$9.11M ﹤0.01%
330,867
-9,253
1833
$9.11M ﹤0.01%
202,588
-7,134
1834
$9.05M ﹤0.01%
1,097,160
-67,324
1835
$9.02M ﹤0.01%
133,006
+25,988
1836
$9.02M ﹤0.01%
+706,708
1837
$8.98M ﹤0.01%
99,204
-12,234
1838
$8.97M ﹤0.01%
125,370
-8,583
1839
$8.97M ﹤0.01%
164,802
+31,239
1840
$8.97M ﹤0.01%
43,058
-3,326
1841
$8.96M ﹤0.01%
479,925
-48,261
1842
$8.95M ﹤0.01%
189,336
-4,962
1843
$8.93M ﹤0.01%
288,875
-74,801
1844
$8.93M ﹤0.01%
690,472
-53,153
1845
$8.92M ﹤0.01%
360,372
-6,534
1846
$8.9M ﹤0.01%
116,338
-31,577
1847
$8.89M ﹤0.01%
465,712
-18,343
1848
$8.88M ﹤0.01%
505,135
-72,977
1849
$8.85M ﹤0.01%
139,554
-749
1850
$8.85M ﹤0.01%
600,531
-116,854