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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$7.42M ﹤0.01%
162,997
+9,364
2052
$7.42M ﹤0.01%
223,804
-62,360
2053
$7.42M ﹤0.01%
363,477
-36,695
2054
$7.4M ﹤0.01%
84,650
+26,041
2055
$7.39M ﹤0.01%
223,465
-5,066
2056
$7.37M ﹤0.01%
7,126
-5,111
2057
$7.36M ﹤0.01%
198,047
+9,604
2058
$7.33M ﹤0.01%
+422
2059
$7.33M ﹤0.01%
264,799
-9,861
2060
$7.32M ﹤0.01%
218,061
-104,670
2061
$7.31M ﹤0.01%
243,774
-156,845
2062
$7.29M ﹤0.01%
199,845
+174,715
2063
$7.27M ﹤0.01%
180,059
-55,917
2064
$7.27M ﹤0.01%
440,249
+25,428
2065
$7.27M ﹤0.01%
343,831
+31,588
2066
$7.26M ﹤0.01%
355,458
-617,844
2067
$7.26M ﹤0.01%
112,001
-364,974
2068
$7.25M ﹤0.01%
219,175
+45,245
2069
$7.23M ﹤0.01%
320,028
-2,227
2070
$7.23M ﹤0.01%
669,669
+12,800
2071
$7.2M ﹤0.01%
227,711
-24,412
2072
$7.19M ﹤0.01%
281,995
-64,872
2073
$7.17M ﹤0.01%
331,464
+96,650
2074
$7.16M ﹤0.01%
167,917
+4,385
2075
$7.16M ﹤0.01%
142,564
+2,700