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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$6.6M ﹤0.01%
194,717
-38,589
1852
$6.6M ﹤0.01%
244,410
-59,051
1853
$6.6M ﹤0.01%
86,480
+11,186
1854
$6.6M ﹤0.01%
76,793
-154,162
1855
$6.59M ﹤0.01%
97,731
+23,839
1856
$6.55M ﹤0.01%
513,869
-190,673
1857
$6.55M ﹤0.01%
270,223
-3,313
1858
$6.54M ﹤0.01%
322,424
+958
1859
$6.54M ﹤0.01%
36,181
+16,683
1860
$6.53M ﹤0.01%
895,994
+153,492
1861
$6.52M ﹤0.01%
127,868
+32,310
1862
$6.52M ﹤0.01%
133,316
+6,664
1863
$6.51M ﹤0.01%
207,524
-685,356
1864
$6.51M ﹤0.01%
484,120
+50,818
1865
$6.5M ﹤0.01%
237,600
+23,100
1866
$6.5M ﹤0.01%
174,638
-45,665
1867
$6.49M ﹤0.01%
126,542
+6,694
1868
$6.49M ﹤0.01%
332,517
+24,744
1869
$6.49M ﹤0.01%
171,750
-71
1870
$6.49M ﹤0.01%
756,714
-10,763
1871
$6.48M ﹤0.01%
106,463
-920
1872
$6.48M ﹤0.01%
106,831
+27,550
1873
$6.48M ﹤0.01%
69,319
-29,726
1874
$6.46M ﹤0.01%
133,972
-346,546
1875
$6.43M ﹤0.01%
117,193
+76,047