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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$5.24M ﹤0.01%
138,414
+6,914
1977
$5.23M ﹤0.01%
174,660
+10,395
1978
$5.21M ﹤0.01%
196,980
+5,076
1979
$5.2M ﹤0.01%
146,570
-166,555
1980
$5.2M ﹤0.01%
339,749
+54,102
1981
$5.19M ﹤0.01%
349,827
-78,148
1982
$5.19M ﹤0.01%
177,368
-9,650
1983
$5.19M ﹤0.01%
708,542
+53,472
1984
$5.18M ﹤0.01%
840,376
-13,624
1985
$5.17M ﹤0.01%
294,299
+26,013
1986
$5.17M ﹤0.01%
+251,583
1987
$5.16M ﹤0.01%
260,000
-392,680
1988
$5.16M ﹤0.01%
241,416
+45,070
1989
$5.16M ﹤0.01%
28,289
-13,879
1990
$5.15M ﹤0.01%
157,234
+7,680
1991
$5.15M ﹤0.01%
38,973
+35,863
1992
$5.15M ﹤0.01%
118,456
+26,362
1993
$5.14M ﹤0.01%
172,342
-25,081
1994
$5.13M ﹤0.01%
+195,250
1995
$5.13M ﹤0.01%
86,655
-9,425
1996
$5.12M ﹤0.01%
631,960
+27,865
1997
$5.12M ﹤0.01%
227,888
+9,572
1998
$5.11M ﹤0.01%
58,037
+2,552
1999
$5.11M ﹤0.01%
186,672
-13,781
2000
$5.11M ﹤0.01%
120,576
+18,019