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
$171B
AUM Growth
+$3.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,034
New
Increased
Reduced
Closed

Top Buys

1 +$585M
2 +$508M
3 +$394M
4
MS icon
Morgan Stanley
MS
+$391M
5
ATVI
Activision Blizzard
ATVI
+$372M

Top Sells

1 +$567M
2 +$403M
3 +$384M
4
CAH icon
Cardinal Health
CAH
+$266M
5
INTC icon
Intel
INTC
+$254M

Sector Composition

1 Technology 14.6%
2 Healthcare 14.37%
3 Financials 12.83%
4 Consumer Discretionary 8.87%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$4.79M ﹤0.01%
90,029
+2,769
1902
$4.78M ﹤0.01%
114,727
-83,729
1903
$4.75M ﹤0.01%
243,503
+15,905
1904
$4.75M ﹤0.01%
207,832
+10,149
1905
$4.74M ﹤0.01%
209,478
+37,309
1906
$4.74M ﹤0.01%
91,957
-184,218
1907
$4.72M ﹤0.01%
240,062
+5,173
1908
$4.72M ﹤0.01%
78,338
+436
1909
$4.71M ﹤0.01%
286,270
+2,658
1910
$4.7M ﹤0.01%
190,708
-3,900
1911
$4.7M ﹤0.01%
94,874
-611,123
1912
$4.69M ﹤0.01%
504,868
-17,333
1913
$4.67M ﹤0.01%
702,944
+164,128
1914
$4.67M ﹤0.01%
373,602
-70,870
1915
$4.67M ﹤0.01%
112,719
+9,310
1916
$4.64M ﹤0.01%
133,005
-135,422
1917
$4.64M ﹤0.01%
14,991
+3,767
1918
$4.63M ﹤0.01%
462,933
-130,300
1919
$4.62M ﹤0.01%
294,126
+10,399
1920
$4.62M ﹤0.01%
61,540
+288
1921
$4.62M ﹤0.01%
48,398
-42,483
1922
$4.62M ﹤0.01%
101,513
+1,154
1923
$4.61M ﹤0.01%
348,448
+13,531
1924
$4.6M ﹤0.01%
82,098
+3,187
1925
$4.59M ﹤0.01%
106,652
+290