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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$4.54M ﹤0.01%
+119,832
1927
$4.54M ﹤0.01%
331,519
-839,732
1928
$4.53M ﹤0.01%
85,441
+5,657
1929
$4.53M ﹤0.01%
135,999
-8,350
1930
$4.52M ﹤0.01%
101,634
-243,095
1931
$4.51M ﹤0.01%
500,655
+450,514
1932
$4.51M ﹤0.01%
163,072
+38,785
1933
$4.51M ﹤0.01%
891,067
-74,100
1934
$4.5M ﹤0.01%
+535,945
1935
$4.48M ﹤0.01%
174,178
+25,554
1936
$4.48M ﹤0.01%
31,674
+16,890
1937
$4.48M ﹤0.01%
134,730
+1,430
1938
$4.46M ﹤0.01%
62,153
+24,325
1939
$4.46M ﹤0.01%
389,164
+6,077
1940
$4.43M ﹤0.01%
417,697
+4,296
1941
$4.42M ﹤0.01%
140,564
-5,283
1942
$4.41M ﹤0.01%
45,807
-890
1943
$4.39M ﹤0.01%
444,472
-33,254
1944
$4.39M ﹤0.01%
129,635
-135,031
1945
$4.39M ﹤0.01%
488,058
+126,349
1946
$4.38M ﹤0.01%
202,479
-19,817
1947
$4.38M ﹤0.01%
283,612
-23,234
1948
$4.37M ﹤0.01%
147,253
+14,241
1949
$4.37M ﹤0.01%
1,532,172
+12,120
1950
$4.37M ﹤0.01%
849,300
+124,045