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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.83M ﹤0.01%
143,407
-4,283
2002
$6.82M ﹤0.01%
276,423
-12,131
2003
$6.82M ﹤0.01%
65,483
+7,397
2004
$6.81M ﹤0.01%
41,923
-2,517
2005
$6.81M ﹤0.01%
74,799
-7,771
2006
$6.78M ﹤0.01%
488,927
-51,654
2007
$6.78M ﹤0.01%
472,178
+145,364
2008
$6.77M ﹤0.01%
685,577
-1,282
2009
$6.77M ﹤0.01%
759,169
+171,763
2010
$6.77M ﹤0.01%
106,032
-709,043
2011
$6.76M ﹤0.01%
105,880
-10,425
2012
$6.76M ﹤0.01%
267,780
+698
2013
$6.76M ﹤0.01%
831,290
-16,252
2014
$6.76M ﹤0.01%
258,090
-4,571
2015
$6.75M ﹤0.01%
556,641
-6,370
2016
$6.74M ﹤0.01%
421,490
-2,709
2017
$6.72M ﹤0.01%
17,325
-1,839
2018
$6.7M ﹤0.01%
420,283
-75,580
2019
$6.69M ﹤0.01%
64,254
+3,182
2020
$6.69M ﹤0.01%
108,138
-45,106
2021
$6.66M ﹤0.01%
788,035
+48,441
2022
$6.66M ﹤0.01%
535,273
-21,494
2023
$6.65M ﹤0.01%
284,777
+2,378
2024
$6.64M ﹤0.01%
400,266
-37,403
2025
$6.63M ﹤0.01%
117,402
-12,334