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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$5.17M ﹤0.01%
248,725
+52,720
2027
$5.16M ﹤0.01%
224,121
-179,572
2028
$5.13M ﹤0.01%
129,972
+67,559
2029
$5.13M ﹤0.01%
145,102
-5,177
2030
$5.12M ﹤0.01%
121,557
+14,461
2031
$5.1M ﹤0.01%
25,096
-2,257
2032
$5.09M ﹤0.01%
118,371
+12,933
2033
$5.09M ﹤0.01%
352,459
-5,780
2034
$5.09M ﹤0.01%
114,044
+24,296
2035
$5.08M ﹤0.01%
32,974
-10,767
2036
$5.08M ﹤0.01%
69,790
+23,900
2037
$5.07M ﹤0.01%
170,200
+27,880
2038
$5.05M ﹤0.01%
67,390
-72,850
2039
$5.05M ﹤0.01%
155,015
+1,040
2040
$5.04M ﹤0.01%
163,343
+8,266
2041
$5.04M ﹤0.01%
237,114
+239
2042
$5.04M ﹤0.01%
178,909
+1,200
2043
$5.03M ﹤0.01%
105,284
-34,599
2044
$5.02M ﹤0.01%
56,743
+458
2045
$5.01M ﹤0.01%
167,628
-52,097
2046
$4.99M ﹤0.01%
267,400
-62,450
2047
$4.97M ﹤0.01%
647,719
-68,984
2048
$4.97M ﹤0.01%
175,008
+12,052
2049
$4.97M ﹤0.01%
164,041
+2,228
2050
$4.96M ﹤0.01%
294,548
+23,525