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
$167B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,970
New
Increased
Reduced
Closed

Top Buys

1 +$825M
2 +$339M
3 +$333M
4
PG icon
Procter & Gamble
PG
+$304M
5
PCYC
PHARMACYCLICS INC
PCYC
+$281M

Top Sells

1 +$526M
2 +$495M
3 +$384M
4
WFC icon
Wells Fargo
WFC
+$298M
5
T icon
AT&T
T
+$297M

Sector Composition

1 Technology 13.97%
2 Financials 13.89%
3 Healthcare 12.37%
4 Industrials 10.69%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209M 0.13%
21,671,016
+918,936
177
$208M 0.12%
3,698,857
+551,341
178
$207M 0.12%
4,645,484
+710,136
179
$207M 0.12%
4,387,960
-404,028
180
$204M 0.12%
2,225,646
-152,652
181
$204M 0.12%
4,759,394
-4,758,694
182
$204M 0.12%
6,580,189
-41,721
183
$204M 0.12%
3,761,434
+1,166,430
184
$203M 0.12%
2,233,883
-725,413
185
$202M 0.12%
3,254,611
-650,188
186
$202M 0.12%
2,033,230
+414,379
187
$201M 0.12%
2,418,828
+267,116
188
$197M 0.12%
4,001,843
-389,462
189
$195M 0.12%
2,640,974
-961,157
190
$195M 0.12%
1,726,288
+19,864
191
$195M 0.12%
3,838,552
+1,787,038
192
$193M 0.12%
2,840,446
+274,221
193
$190M 0.11%
5,135,404
+151,320
194
$189M 0.11%
4,716,097
-1,164,537
195
$187M 0.11%
2,453,057
-816,841
196
$187M 0.11%
2,195,480
+1,153,503
197
$185M 0.11%
1,737,804
-779,512
198
$184M 0.11%
5,561,777
+1,294,864
199
$178M 0.11%
9,924,061
+695,547
200
$177M 0.11%
1,433,151
-410,876