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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$216M 0.12%
4,331,263
+1,538,006
177
$215M 0.12%
17,720,424
-11,473,933
178
$215M 0.12%
1,898,818
+907,147
179
$214M 0.12%
1,469,578
-54,241
180
$214M 0.12%
3,940,833
-115,900
181
$209M 0.11%
3,423,607
+1,234,865
182
$209M 0.11%
3,379,277
+349,625
183
$208M 0.11%
2,937,759
-285,610
184
$208M 0.11%
3,093,222
-1,539,067
185
$207M 0.11%
2,299,357
-19,683
186
$207M 0.11%
2,505,386
-2,029,111
187
$207M 0.11%
6,334,553
+200,618
188
$207M 0.11%
8,399,423
+2,496,286
189
$206M 0.11%
1,011,654
+105,339
190
$206M 0.11%
8,679,505
-724,902
191
$204M 0.11%
2,830,328
+374,315
192
$204M 0.11%
9,319,974
+4,044,740
193
$202M 0.11%
2,824,819
+360,343
194
$201M 0.11%
1,773,399
-642,654
195
$200M 0.11%
3,367,309
-318,067
196
$200M 0.11%
2,383,406
-531,135
197
$198M 0.11%
4,338,273
+103,532
198
$198M 0.11%
2,748,129
-521,088
199
$198M 0.11%
8,498,086
+3,198,192
200
$197M 0.11%
1,721,975
+342,721