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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.73M ﹤0.01%
140,410
-405,604
2002
$7.71M ﹤0.01%
147,684
+468
2003
$7.71M ﹤0.01%
353,177
-185,269
2004
$7.69M ﹤0.01%
493,516
-461,008
2005
$7.69M ﹤0.01%
302,589
-9,477
2006
$7.68M ﹤0.01%
144,973
+35,620
2007
$7.67M ﹤0.01%
232,237
+26,787
2008
$7.62M ﹤0.01%
270,247
-4,467
2009
$7.61M ﹤0.01%
91,796
+16,479
2010
$7.6M ﹤0.01%
201,408
+133,512
2011
$7.6M ﹤0.01%
219,714
-1,702
2012
$7.59M ﹤0.01%
212,870
-19,956
2013
$7.58M ﹤0.01%
64,006
-81,210
2014
$7.58M ﹤0.01%
179,645
-9,414
2015
$7.58M ﹤0.01%
93,543
-462
2016
$7.58M ﹤0.01%
70,619
+65,034
2017
$7.57M ﹤0.01%
115,781
-22,954
2018
$7.57M ﹤0.01%
65,110
-11,007
2019
$7.56M ﹤0.01%
98,949
-201,792
2020
$7.56M ﹤0.01%
836,013
-19,837
2021
$7.55M ﹤0.01%
291,007
-378
2022
$7.54M ﹤0.01%
121,533
-279
2023
$7.53M ﹤0.01%
298,321
+5,181
2024
$7.53M ﹤0.01%
407,131
+2,883
2025
$7.51M ﹤0.01%
143,081
+87