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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$3.65M ﹤0.01%
143,869
+4,920
2052
$3.64M ﹤0.01%
167,689
+5,440
2053
$3.64M ﹤0.01%
294,482
+6,588
2054
$3.64M ﹤0.01%
921,059
+26,658
2055
$3.63M ﹤0.01%
291,478
+13,005
2056
$3.63M ﹤0.01%
64,215
-24,075
2057
$3.63M ﹤0.01%
155,808
-164,741
2058
$3.62M ﹤0.01%
73,207
-32,398
2059
$3.62M ﹤0.01%
249,240
+19,815
2060
$3.6M ﹤0.01%
142,326
+80,553
2061
$3.59M ﹤0.01%
258,743
-179,762
2062
$3.57M ﹤0.01%
92,756
-15
2063
$3.56M ﹤0.01%
122,286
-13,077
2064
$3.56M ﹤0.01%
498,156
-343,039
2065
$3.56M ﹤0.01%
120,402
+1,694
2066
$3.56M ﹤0.01%
91,512
-815
2067
$3.55M ﹤0.01%
+54,083
2068
$3.54M ﹤0.01%
359,984
-45,166
2069
$3.53M ﹤0.01%
76,120
+61
2070
$3.53M ﹤0.01%
274,528
-70,530
2071
$3.52M ﹤0.01%
27,788
+7,413
2072
$3.52M ﹤0.01%
538,816
+286,728
2073
$3.52M ﹤0.01%
192,578
+12,446
2074
$3.51M ﹤0.01%
64,673
-7,644
2075
$3.51M ﹤0.01%
199,942
+73,464