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
1951
$5.84M ﹤0.01%
416,792
+117,885
1952
$5.84M ﹤0.01%
+89,889
1953
$5.83M ﹤0.01%
507,473
+96,896
1954
$5.82M ﹤0.01%
+301,695
1955
$5.82M ﹤0.01%
187,218
-876
1956
$5.82M ﹤0.01%
152,432
-5
1957
$5.82M ﹤0.01%
77,575
-2,407
1958
$5.81M ﹤0.01%
101,233
-62,279
1959
$5.76M ﹤0.01%
+300,000
1960
$5.76M ﹤0.01%
292,828
+45,095
1961
$5.76M ﹤0.01%
80,111
+19,035
1962
$5.75M ﹤0.01%
166,623
-5,685
1963
$5.74M ﹤0.01%
111,045
+5,921
1964
$5.73M ﹤0.01%
183,108
+35,022
1965
$5.73M ﹤0.01%
627,448
+5,334
1966
$5.72M ﹤0.01%
231,992
+11,757
1967
$5.71M ﹤0.01%
296,905
+4,325
1968
$5.71M ﹤0.01%
193,569
+1,339
1969
$5.69M ﹤0.01%
116,475
+58,137
1970
$5.69M ﹤0.01%
110,942
+54,179
1971
$5.68M ﹤0.01%
373,997
-96,888
1972
$5.67M ﹤0.01%
65,789
-1,375
1973
$5.66M ﹤0.01%
37,923
1974
$5.62M ﹤0.01%
262,626
-3,785
1975
$5.61M ﹤0.01%
88,266
+8,425