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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$6.17M ﹤0.01%
635,248
-206,552
2052
$6.17M ﹤0.01%
1,371,703
+17,205
2053
$6.16M ﹤0.01%
122,091
+2,931
2054
$6.15M ﹤0.01%
657,366
-25,873
2055
$6.13M ﹤0.01%
159,850
-2,056
2056
$6.12M ﹤0.01%
192,417
-28,718
2057
$6.12M ﹤0.01%
392,062
-189,078
2058
$6.11M ﹤0.01%
359,443
-126,193
2059
$6.11M ﹤0.01%
112,705
+5,690
2060
$6.1M ﹤0.01%
131,467
-5,479
2061
$6.1M ﹤0.01%
252,123
+11,486
2062
$6.09M ﹤0.01%
92,676
+1,872
2063
$6.09M ﹤0.01%
47,562
+4,221
2064
$6.08M ﹤0.01%
82,288
-43,825
2065
$6.08M ﹤0.01%
95,213
+62,242
2066
$6.08M ﹤0.01%
140,866
-11,067
2067
$6.05M ﹤0.01%
145,296
+72,271
2068
$6.04M ﹤0.01%
70,343
+4,150
2069
$6.04M ﹤0.01%
224,306
-42,883
2070
$6.03M ﹤0.01%
500,740
+1,871
2071
$6.03M ﹤0.01%
311,023
+165,086
2072
$6.02M ﹤0.01%
143,579
-23,127
2073
$6.01M ﹤0.01%
109,891
-16,540
2074
$6.01M ﹤0.01%
116,125
-8,502
2075
$6M ﹤0.01%
100,905
+5,466