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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,254
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$271M
3 +$269M
4
AAPL icon
Apple
AAPL
+$267M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M

Top Sells

1 +$642M
2 +$330M
3 +$290M
4
KMI icon
Kinder Morgan
KMI
+$279M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.49M ﹤0.01%
64,106
-29,074
2027
$3.48M ﹤0.01%
44,920
+14,535
2028
$3.48M ﹤0.01%
186,311
-1,837
2029
$3.48M ﹤0.01%
31,899
+27,790
2030
$3.47M ﹤0.01%
493,941
+22,535
2031
$3.45M ﹤0.01%
125,294
-2,799
2032
$3.45M ﹤0.01%
107,660
+12,061
2033
$3.45M ﹤0.01%
71,169
-6,293
2034
$3.45M ﹤0.01%
64,489
+1,489
2035
$3.44M ﹤0.01%
64,489
+1,489
2036
$3.43M ﹤0.01%
41,107
-82,723
2037
$3.43M ﹤0.01%
189,200
2038
$3.41M ﹤0.01%
307,631
+11,670
2039
$3.41M ﹤0.01%
138,420
+594
2040
$3.41M ﹤0.01%
739,908
-112,811
2041
$3.4M ﹤0.01%
153,289
+50,779
2042
$3.4M ﹤0.01%
50,103
-676
2043
$3.4M ﹤0.01%
114,506
+48,059
2044
$3.39M ﹤0.01%
52,291
+49,706
2045
$3.39M ﹤0.01%
154,929
-53,178
2046
$3.37M ﹤0.01%
222,284
+5,890
2047
$3.37M ﹤0.01%
177,612
-34,993
2048
$3.37M ﹤0.01%
591,220
+96,175
2049
$3.37M ﹤0.01%
125,225
-7,535
2050
$3.36M ﹤0.01%
39,179
+3,619