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
$389B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,066
New
Increased
Reduced
Closed

Top Buys

1 +$471M
2 +$438M
3 +$409M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$363M
5
HPE icon
Hewlett Packard
HPE
+$317M

Top Sells

1 +$700M
2 +$609M
3 +$544M
4
MCHP icon
Microchip Technology
MCHP
+$529M
5
BDX icon
Becton Dickinson
BDX
+$501M

Sector Composition

1 Technology 24.09%
2 Financials 10.53%
3 Healthcare 9.64%
4 Industrials 8.43%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7.3M ﹤0.01%
340,420
-2,886
2027
$7.3M ﹤0.01%
1,134,545
+20,477
2028
$7.3M ﹤0.01%
136,357
-23,081
2029
$7.29M ﹤0.01%
104,188
-1,692
2030
$7.29M ﹤0.01%
117,841
+63,581
2031
$7.29M ﹤0.01%
75,848
-71,979
2032
$7.28M ﹤0.01%
41,009
-3,321
2033
$7.27M ﹤0.01%
1,295,185
+276,607
2034
$7.26M ﹤0.01%
302,445
-2,628
2035
$7.26M ﹤0.01%
591,000
-32,798
2036
$7.26M ﹤0.01%
108,286
-25,873
2037
$7.25M ﹤0.01%
785,172
+7,212
2038
$7.24M ﹤0.01%
638,789
+2,627
2039
$7.24M ﹤0.01%
109,629
-8,832
2040
$7.23M ﹤0.01%
114,400
-12,824
2041
$7.22M ﹤0.01%
259,652
-372,611
2042
$7.21M ﹤0.01%
172,810
+82,268
2043
$7.2M ﹤0.01%
147,757
+45,813
2044
$7.2M ﹤0.01%
282,960
+39,618
2045
$7.2M ﹤0.01%
30,448
-4,121
2046
$7.2M ﹤0.01%
420,440
-89,383
2047
$7.19M ﹤0.01%
289,076
-87,781
2048
$7.19M ﹤0.01%
2,012,937
+4,829
2049
$7.18M ﹤0.01%
135,739
-17,376
2050
$7.16M ﹤0.01%
192,747
-8,940