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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$5.26M ﹤0.01%
131,155
+43,835
1877
$5.26M ﹤0.01%
857,330
-110,459
1878
$5.25M ﹤0.01%
181,550
+63,749
1879
$5.25M ﹤0.01%
105,817
-25,220
1880
$5.25M ﹤0.01%
119,120
-2,722
1881
$5.25M ﹤0.01%
337,006
+93,948
1882
$5.25M ﹤0.01%
271,655
+73,887
1883
$5.24M ﹤0.01%
105,522
+13,886
1884
$5.22M ﹤0.01%
105,605
+22,096
1885
$5.22M ﹤0.01%
394,332
+7,491
1886
$5.21M ﹤0.01%
46,697
+8,702
1887
$5.21M ﹤0.01%
167,659
-118,545
1888
$5.16M ﹤0.01%
250,912
-77,486
1889
$5.16M ﹤0.01%
126,538
+25,436
1890
$5.16M ﹤0.01%
120,593
+9,209
1891
$5.15M ﹤0.01%
614,753
+431,540
1892
$5.13M ﹤0.01%
283,580
-7,000
1893
$5.11M ﹤0.01%
81,724
-46,127
1894
$5.11M ﹤0.01%
51,277
+35,730
1895
$5.11M ﹤0.01%
66,143
-1,377
1896
$5.11M ﹤0.01%
311,547
+92,676
1897
$5.1M ﹤0.01%
306,662
-1,305
1898
$5.09M ﹤0.01%
319,850
-2,370
1899
$5.08M ﹤0.01%
94,111
-3,763
1900
$5.07M ﹤0.01%
148,017
-10,502