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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.3M ﹤0.01%
66,060
+13,714
2002
$4.29M ﹤0.01%
44,859
+32,662
2003
$4.29M ﹤0.01%
499,978
+21,746
2004
$4.29M ﹤0.01%
126,703
-2,079
2005
$4.29M ﹤0.01%
527,564
+36,881
2006
$4.29M ﹤0.01%
230,536
+107,726
2007
$4.28M ﹤0.01%
174,507
-95,898
2008
$4.26M ﹤0.01%
406,531
+139,901
2009
$4.25M ﹤0.01%
137,205
+60,769
2010
$4.25M ﹤0.01%
173,510
-20,860
2011
$4.23M ﹤0.01%
85,265
+9,278
2012
$4.23M ﹤0.01%
286,054
+8,101
2013
$4.22M ﹤0.01%
218,967
+8,687
2014
$4.21M ﹤0.01%
157,500
+49,496
2015
$4.2M ﹤0.01%
311,990
-1,071,180
2016
$4.2M ﹤0.01%
117,640
-9,882
2017
$4.19M ﹤0.01%
137,975
-11,832
2018
$4.18M ﹤0.01%
185,079
+10,078
2019
$4.18M ﹤0.01%
160,175
+4,780
2020
$4.17M ﹤0.01%
126,252
-3,299
2021
$4.17M ﹤0.01%
657,007
-1,386,834
2022
$4.16M ﹤0.01%
137,949
-15,227
2023
$4.16M ﹤0.01%
209,691
+3,875
2024
$4.16M ﹤0.01%
131,699
+2,701
2025
$4.14M ﹤0.01%
28,592
-14,588