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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,339
New
Increased
Reduced
Closed

Top Buys

1 +$402M
2 +$289M
3 +$276M
4
BP icon
BP
BP
+$233M
5
HPQ icon
HP
HPQ
+$215M

Top Sells

1 +$568M
2 +$544M
3 +$326M
4
ACN icon
Accenture
ACN
+$322M
5
IYE icon
iShares US Energy ETF
IYE
+$277M

Sector Composition

1 Technology 14.2%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.22%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$208M 0.12%
3,191,722
-62,889
177
$206M 0.12%
4,305,216
-82,744
178
$205M 0.12%
5,202,878
-555,232
179
$204M 0.12%
2,934,181
+93,735
180
$204M 0.12%
4,622,255
+2,233,261
181
$204M 0.12%
4,617,445
+1,691,634
182
$203M 0.12%
8,235,512
+1,191,232
183
$202M 0.12%
1,972,757
-261,126
184
$201M 0.12%
2,945,018
-1,724,969
185
$200M 0.12%
19,494,801
-2,176,215
186
$195M 0.12%
4,145,330
-614,064
187
$195M 0.12%
2,367,876
-31,425
188
$193M 0.11%
7,924,414
+544,538
189
$192M 0.11%
2,348,467
-641,353
190
$191M 0.11%
1,498,136
-228,152
191
$191M 0.11%
8,589,375
+58,995
192
$189M 0.11%
5,223,580
+408,280
193
$189M 0.11%
2,569,623
-26,198
194
$188M 0.11%
3,370,324
-72,787
195
$188M 0.11%
1,275,543
+88,735
196
$187M 0.11%
1,285,037
+850,532
197
$187M 0.11%
2,139,991
+1,385,007
198
$186M 0.11%
1,299,360
+497,944
199
$183M 0.11%
4,587,186
+460,839
200
$181M 0.11%
1,144,644
-288,507