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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$4.88M ﹤0.01%
171,383
-171,387
1877
$4.87M ﹤0.01%
332,578
+62,826
1878
$4.86M ﹤0.01%
47,415
-23,344
1879
$4.85M ﹤0.01%
160,363
-3,483
1880
$4.85M ﹤0.01%
26,648
-13,895
1881
$4.85M ﹤0.01%
100,554
+4,254
1882
$4.84M ﹤0.01%
180,179
-12,613
1883
$4.84M ﹤0.01%
343,720
-39,183
1884
$4.82M ﹤0.01%
2,849,896
-244,693
1885
$4.82M ﹤0.01%
538,544
+33,664
1886
$4.81M ﹤0.01%
270,896
+77,550
1887
$4.81M ﹤0.01%
173,542
-50,316
1888
$4.81M ﹤0.01%
285,830
-341,810
1889
$4.8M ﹤0.01%
857,648
-48,735
1890
$4.8M ﹤0.01%
111,204
-3,421
1891
$4.8M ﹤0.01%
233,667
-62,769
1892
$4.79M ﹤0.01%
741,604
+242,198
1893
$4.79M ﹤0.01%
346,017
+52,217
1894
$4.78M ﹤0.01%
730,416
+33,961
1895
$4.77M ﹤0.01%
466,988
-26,875
1896
$4.76M ﹤0.01%
143,605
-128,972
1897
$4.76M ﹤0.01%
219,201
+5,800
1898
$4.75M ﹤0.01%
142,165
+5,183
1899
$4.75M ﹤0.01%
266,670
-13,879
1900
$4.74M ﹤0.01%
470,800
-259,200