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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$8.05M ﹤0.01%
541,257
+11,840
2002
$8.04M ﹤0.01%
185,340
+26,700
2003
$8M ﹤0.01%
109,657
-11,123
2004
$7.98M ﹤0.01%
341,909
+8,275
2005
$7.96M ﹤0.01%
342,106
+100,155
2006
$7.96M ﹤0.01%
319,943
+26,371
2007
$7.95M ﹤0.01%
140,658
+57,533
2008
$7.94M ﹤0.01%
194,579
+10,679
2009
$7.91M ﹤0.01%
304,682
+148,574
2010
$7.9M ﹤0.01%
164,648
-10,098
2011
$7.89M ﹤0.01%
241,167
+17,684
2012
$7.88M ﹤0.01%
376,622
+188,070
2013
$7.87M ﹤0.01%
117,113
-1,532
2014
$7.87M ﹤0.01%
297,704
+30,013
2015
$7.85M ﹤0.01%
1,406,058
-291,056
2016
$7.84M ﹤0.01%
145,258
+5,173
2017
$7.84M ﹤0.01%
440,169
+35,233
2018
$7.83M ﹤0.01%
177,864
+18,137
2019
$7.81M ﹤0.01%
68,858
-237,728
2020
$7.79M ﹤0.01%
47,988
-24,877
2021
$7.79M ﹤0.01%
183,824
+36,473
2022
$7.77M ﹤0.01%
99,514
-25,948
2023
$7.77M ﹤0.01%
275,914
-112,020
2024
$7.74M ﹤0.01%
740,995
-656,833
2025
$7.72M ﹤0.01%
181,655
+12,832