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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.55M ﹤0.01%
+201,264
2027
$4.55M ﹤0.01%
203,534
-274
2028
$4.53M ﹤0.01%
120,702
-14,374
2029
$4.53M ﹤0.01%
269,446
+144,988
2030
$4.52M ﹤0.01%
77,002
+2,717
2031
$4.51M ﹤0.01%
317,746
+213,684
2032
$4.51M ﹤0.01%
92,094
+19,009
2033
$4.5M ﹤0.01%
171,867
-113,938
2034
$4.5M ﹤0.01%
74,839
+500
2035
$4.5M ﹤0.01%
225,107
+1,665
2036
$4.46M ﹤0.01%
503,777
+3,799
2037
$4.45M ﹤0.01%
180,360
-133,660
2038
$4.42M ﹤0.01%
240,222
+7,766
2039
$4.41M ﹤0.01%
102,557
+82,766
2040
$4.41M ﹤0.01%
126,727
-328,650
2041
$4.41M ﹤0.01%
154,731
+1,271
2042
$4.4M ﹤0.01%
159,342
-8,610
2043
$4.39M ﹤0.01%
124,567
-921
2044
$4.38M ﹤0.01%
50,596
-17,538
2045
$4.37M ﹤0.01%
328,199
-7,500
2046
$4.36M ﹤0.01%
208,646
+23,270
2047
$4.35M ﹤0.01%
379,030
-1,162,613
2048
$4.34M ﹤0.01%
146,253
+91,963
2049
$4.34M ﹤0.01%
+161,390
2050
$4.34M ﹤0.01%
349,587
+39,163