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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.05M ﹤0.01%
574,800
+22,397
2002
$4.04M ﹤0.01%
1,215,974
-99,585
2003
$4.04M ﹤0.01%
861,789
-1,000,154
2004
$4.02M ﹤0.01%
407,351
+118,144
2005
$4.02M ﹤0.01%
50,709
-950
2006
$4.02M ﹤0.01%
38,609
-2,804
2007
$4.01M ﹤0.01%
92,161
-1,154
2008
$4M ﹤0.01%
283,162
-59,762
2009
$4M ﹤0.01%
503,594
+64,007
2010
$3.99M ﹤0.01%
4,594
+366
2011
$3.99M ﹤0.01%
268,635
-6,489
2012
$3.99M ﹤0.01%
224,875
-16,953
2013
$3.97M ﹤0.01%
340,419
-38,178
2014
$3.96M ﹤0.01%
+231,419
2015
$3.96M ﹤0.01%
131,049
+8,153
2016
$3.96M ﹤0.01%
1,069,407
-66,604
2017
$3.95M ﹤0.01%
85,793
-215
2018
$3.94M ﹤0.01%
76,131
+4,578
2019
$3.92M ﹤0.01%
+138,304
2020
$3.92M ﹤0.01%
444,926
-29,208
2021
$3.9M ﹤0.01%
+427,580
2022
$3.89M ﹤0.01%
313,883
-21,364
2023
$3.89M ﹤0.01%
117,245
+32,515
2024
$3.89M ﹤0.01%
330,612
-14,358
2025
$3.88M ﹤0.01%
54,138
+9,883