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
2001
$4.75M ﹤0.01%
243,519
-1,975
2002
$4.75M ﹤0.01%
300,239
+82,573
2003
$4.74M ﹤0.01%
39,509
-3,939
2004
$4.73M ﹤0.01%
320,825
-16,519
2005
$4.73M ﹤0.01%
187,508
-4,300
2006
$4.72M ﹤0.01%
140,799
+783
2007
$4.71M ﹤0.01%
231,548
-3,130
2008
$4.71M ﹤0.01%
131,500
+123,588
2009
$4.71M ﹤0.01%
185,000
+19,922
2010
$4.7M ﹤0.01%
51,147
-29,922
2011
$4.7M ﹤0.01%
263,101
-22,640
2012
$4.69M ﹤0.01%
325,436
+49,403
2013
$4.69M ﹤0.01%
93,350
+71,331
2014
$4.69M ﹤0.01%
174,300
+16,800
2015
$4.68M ﹤0.01%
81,762
-115,017
2016
$4.65M ﹤0.01%
149,118
+3,980
2017
$4.64M ﹤0.01%
113,853
-25,917
2018
$4.61M ﹤0.01%
164,753
-610,021
2019
$4.6M ﹤0.01%
31,532
-5,223
2020
$4.6M ﹤0.01%
58,147
+15,018
2021
$4.58M ﹤0.01%
223,852
+65,331
2022
$4.58M ﹤0.01%
74,753
-8,586
2023
$4.57M ﹤0.01%
182,277
-150,528
2024
$4.56M ﹤0.01%
201,169
+11,281
2025
$4.56M ﹤0.01%
129,625
-33,323