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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.64M ﹤0.01%
186,895
+20,093
2002
$5.62M ﹤0.01%
146,208
-36,338
2003
$5.61M ﹤0.01%
238,003
+18,351
2004
$5.6M ﹤0.01%
185,144
-46,629
2005
$5.6M ﹤0.01%
343,293
-12,165
2006
$5.6M ﹤0.01%
166,666
-350,944
2007
$5.59M ﹤0.01%
310,056
+31,877
2008
$5.59M ﹤0.01%
202,592
-57,156
2009
$5.58M ﹤0.01%
492,752
-16,497
2010
$5.55M ﹤0.01%
310,305
+99,099
2011
$5.54M ﹤0.01%
123,677
-28,660
2012
$5.54M ﹤0.01%
13,189
-605
2013
$5.53M ﹤0.01%
738,668
-20,154
2014
$5.53M ﹤0.01%
462,562
-34,479
2015
$5.52M ﹤0.01%
97,155
-23,285
2016
$5.5M ﹤0.01%
236,221
-44,603
2017
$5.49M ﹤0.01%
+1,083,200
2018
$5.49M ﹤0.01%
132,549
-665
2019
$5.48M ﹤0.01%
+443,631
2020
$5.46M ﹤0.01%
126,797
+44,682
2021
$5.45M ﹤0.01%
285,405
+47,682
2022
$5.45M ﹤0.01%
1,150,288
-62,991
2023
$5.45M ﹤0.01%
171,792
+2,577
2024
$5.42M ﹤0.01%
200,556
-277,411
2025
$5.42M ﹤0.01%
317,936
+119,610