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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.29M ﹤0.01%
116,484
+601
1977
$9.28M ﹤0.01%
+865,987
1978
$9.27M ﹤0.01%
68,672
-300,892
1979
$9.25M ﹤0.01%
579,484
+229,530
1980
$9.25M ﹤0.01%
350,916
+201,467
1981
$9.25M ﹤0.01%
199,635
+94,366
1982
$9.21M ﹤0.01%
758,981
+57,679
1983
$9.16M ﹤0.01%
137,411
+72
1984
$9.15M ﹤0.01%
675,054
+26,479
1985
$9.13M ﹤0.01%
156,485
-3,843
1986
$9.12M ﹤0.01%
136,518
-3,019
1987
$9.1M ﹤0.01%
193,424
+26,956
1988
$9.1M ﹤0.01%
298,911
+42,784
1989
$9.09M ﹤0.01%
467,314
-43,928
1990
$9.06M ﹤0.01%
108,056
+1,091
1991
$9.04M ﹤0.01%
122,276
-13,970
1992
$9.03M ﹤0.01%
540,132
+25,003
1993
$9M ﹤0.01%
340,023
+31,488
1994
$8.99M ﹤0.01%
215,073
+31,226
1995
$8.98M ﹤0.01%
+69,842
1996
$8.97M ﹤0.01%
72,267
+2,684
1997
$8.97M ﹤0.01%
456,928
+49,797
1998
$8.96M ﹤0.01%
44,385
-1,218
1999
$8.95M ﹤0.01%
869,375
+670,490
2000
$8.93M ﹤0.01%
64,810
+32,328