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
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$335M
3 +$278M
4
QCOM icon
Qualcomm
QCOM
+$236M
5
SO icon
Southern Company
SO
+$235M

Top Sells

1 +$466M
2 +$466M
3 +$436M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$415M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.57%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.03M ﹤0.01%
381,490
-18,865
2002
$7.02M ﹤0.01%
96,754
-13,481
2003
$7.02M ﹤0.01%
+152,967
2004
$7.02M ﹤0.01%
305,714
+67,705
2005
$7.01M ﹤0.01%
46,435
+8,253
2006
$7.01M ﹤0.01%
141,715
-6,849
2007
$6.99M ﹤0.01%
14,594
+2,228
2008
$6.96M ﹤0.01%
363,090
+487
2009
$6.95M ﹤0.01%
194,139
-20,204
2010
$6.95M ﹤0.01%
480,237
-1,073
2011
$6.93M ﹤0.01%
871,857
+652,662
2012
$6.93M ﹤0.01%
41,158
-165
2013
$6.92M ﹤0.01%
76,995
-9,199
2014
$6.92M ﹤0.01%
425,202
+262,252
2015
$6.91M ﹤0.01%
153,556
-6,210
2016
$6.9M ﹤0.01%
110,510
-60,029
2017
$6.9M ﹤0.01%
184,056
+1,463
2018
$6.89M ﹤0.01%
213,219
+15,443
2019
$6.89M ﹤0.01%
168,664
-112,170
2020
$6.89M ﹤0.01%
174,933
+65,513
2021
$6.88M ﹤0.01%
71,090
-2,213
2022
$6.87M ﹤0.01%
331,051
+83,021
2023
$6.86M ﹤0.01%
212,922
+13,227
2024
$6.85M ﹤0.01%
697,878
+41,848
2025
$6.84M ﹤0.01%
490,941
-12,952