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
$190B
AUM Growth
-$50.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,825
New
Increased
Reduced
Closed

Top Buys

1 +$894M
2 +$858M
3 +$685M
4
JNJ icon
Johnson & Johnson
JNJ
+$373M
5
LLY icon
Eli Lilly
LLY
+$326M

Top Sells

1 +$466M
2 +$398M
3 +$358M
4
LRCX icon
Lam Research
LRCX
+$340M
5
HON icon
Honeywell
HON
+$306M

Sector Composition

1 Technology 21.38%
2 Healthcare 12.82%
3 Financials 11.32%
4 Industrials 7.44%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.87M ﹤0.01%
157,931
-521,136
2027
$3.87M ﹤0.01%
121,017
+21,469
2028
$3.86M ﹤0.01%
247,790
-402,225
2029
$3.86M ﹤0.01%
473,793
-26,395
2030
$3.86M ﹤0.01%
296,952
+85,893
2031
$3.86M ﹤0.01%
271,879
-5,809
2032
$3.86M ﹤0.01%
178,221
+12,776
2033
$3.85M ﹤0.01%
372,102
+17,070
2034
$3.85M ﹤0.01%
126,007
+16,488
2035
$3.85M ﹤0.01%
50,581
+1,437
2036
$3.85M ﹤0.01%
348,048
+144,074
2037
$3.85M ﹤0.01%
366,432
-150,537
2038
$3.84M ﹤0.01%
142,495
-6,346
2039
$3.83M ﹤0.01%
126,043
-3,453
2040
$3.83M ﹤0.01%
46,689
+13,769
2041
$3.82M ﹤0.01%
80,509
+6,053
2042
$3.81M ﹤0.01%
69,415
+7,155
2043
$3.8M ﹤0.01%
200,855
-20,711
2044
$3.8M ﹤0.01%
246,523
+231,987
2045
$3.8M ﹤0.01%
527,244
+46,700
2046
$3.8M ﹤0.01%
183,490
-207,332
2047
$3.79M ﹤0.01%
178,674
-20,020
2048
$3.78M ﹤0.01%
112,935
-22,741
2049
$3.77M ﹤0.01%
169,718
-62,909
2050
$3.77M ﹤0.01%
216,777
-29,787