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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6.59M ﹤0.01%
33,163
-1,056
2027
$6.58M ﹤0.01%
82,141
-3,031
2028
$6.57M ﹤0.01%
1,861,266
+552,758
2029
$6.54M ﹤0.01%
379,309
-27,736
2030
$6.53M ﹤0.01%
107,018
+4,943
2031
$6.53M ﹤0.01%
234,113
-82,551
2032
$6.52M ﹤0.01%
105,092
-504
2033
$6.52M ﹤0.01%
137,370
+90,539
2034
$6.52M ﹤0.01%
119,628
-3,007
2035
$6.51M ﹤0.01%
60,513
+20,404
2036
$6.51M ﹤0.01%
+208,499
2037
$6.51M ﹤0.01%
73,385
+18,498
2038
$6.5M ﹤0.01%
159,203
-18,337
2039
$6.5M ﹤0.01%
196,390
+16,978
2040
$6.49M ﹤0.01%
117,899
+11,173
2041
$6.46M ﹤0.01%
261,976
+15,913
2042
$6.45M ﹤0.01%
62,292
+2,968
2043
$6.44M ﹤0.01%
48,305
+2,046
2044
$6.44M ﹤0.01%
134,871
-4,534
2045
$6.43M ﹤0.01%
486,712
-14,374
2046
$6.43M ﹤0.01%
345,667
-14,713
2047
$6.41M ﹤0.01%
133,563
-44,690
2048
$6.4M ﹤0.01%
73,313
-649
2049
$6.4M ﹤0.01%
294,022
-1,305
2050
$6.4M ﹤0.01%
329,408
-227,943