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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$8.62M ﹤0.01%
76,712
+47,299
1977
$8.61M ﹤0.01%
444,654
-12,274
1978
$8.6M ﹤0.01%
219,867
-106
1979
$8.59M ﹤0.01%
107,237
-103,323
1980
$8.59M ﹤0.01%
282,560
+12,180
1981
$8.58M ﹤0.01%
314,841
-203,562
1982
$8.53M ﹤0.01%
145,225
+8,707
1983
$8.52M ﹤0.01%
131,783
-53,776
1984
$8.51M ﹤0.01%
133,405
+130
1985
$8.48M ﹤0.01%
174,296
-3,113
1986
$8.45M ﹤0.01%
605,302
-3,536
1987
$8.45M ﹤0.01%
142,619
+1,712
1988
$8.43M ﹤0.01%
209,829
+720
1989
$8.41M ﹤0.01%
283,793
-15,118
1990
$8.4M ﹤0.01%
244,310
+2,982
1991
$8.39M ﹤0.01%
209,130
-5,943
1992
$8.38M ﹤0.01%
358,214
-1,929
1993
$8.29M ﹤0.01%
158,399
-26,075
1994
$8.29M ﹤0.01%
554,638
-14,423
1995
$8.29M ﹤0.01%
430,262
+213,859
1996
$8.28M ﹤0.01%
78,734
-403
1997
$8.28M ﹤0.01%
316,162
+25,052
1998
$8.25M ﹤0.01%
62,822
-719
1999
$8.24M ﹤0.01%
215,897
-4,642
2000
$8.23M ﹤0.01%
373,155
-8,590