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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7.16M ﹤0.01%
420,217
+365,296
2027
$7.16M ﹤0.01%
371,337
-16,793
2028
$7.15M ﹤0.01%
563,011
-73,022
2029
$7.14M ﹤0.01%
556,767
-14,527
2030
$7.13M ﹤0.01%
65,306
-2,802
2031
$7.12M ﹤0.01%
190,041
-52,241
2032
$7.11M ﹤0.01%
559,898
+48,896
2033
$7.1M ﹤0.01%
163,701
-19,176
2034
$7.1M ﹤0.01%
67,026
-9,279
2035
$7.08M ﹤0.01%
439,165
+7,237
2036
$7.05M ﹤0.01%
377,633
+8,526
2037
$7.04M ﹤0.01%
348,605
+17,470
2038
$7.03M ﹤0.01%
103,707
-1,634
2039
$7.03M ﹤0.01%
72,614
+22,268
2040
$7M ﹤0.01%
1,185,338
+350,347
2041
$6.98M ﹤0.01%
122,635
-13,951
2042
$6.98M ﹤0.01%
910,417
+48,238
2043
$6.97M ﹤0.01%
133,954
-312,956
2044
$6.95M ﹤0.01%
82,774
-5,608
2045
$6.95M ﹤0.01%
71,340
-1,761
2046
$6.94M ﹤0.01%
345,382
-11,944
2047
$6.93M ﹤0.01%
532,851
+105,525
2048
$6.92M ﹤0.01%
354,192
+14,172
2049
$6.92M ﹤0.01%
389,495
+108,648
2050
$6.91M ﹤0.01%
104,122
-149,231