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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$8.35M ﹤0.01%
424,199
+25,362
2052
$8.34M ﹤0.01%
328,727
+15,298
2053
$8.34M ﹤0.01%
22,394
+11,781
2054
$8.33M ﹤0.01%
360,839
+28,889
2055
$8.29M ﹤0.01%
261,828
-15,629
2056
$8.27M ﹤0.01%
235,530
-18,506
2057
$8.26M ﹤0.01%
177,366
-2,279
2058
$8.26M ﹤0.01%
29,552
-68,084
2059
$8.25M ﹤0.01%
189,675
+31,845
2060
$8.25M ﹤0.01%
314,716
-19,046
2061
$8.24M ﹤0.01%
199,930
+162,535
2062
$8.22M ﹤0.01%
235,723
+175,171
2063
$8.22M ﹤0.01%
198,013
+4,822
2064
$8.22M ﹤0.01%
236,408
-12,336
2065
$8.2M ﹤0.01%
446,332
+113,255
2066
$8.2M ﹤0.01%
220,147
+18,739
2067
$8.18M ﹤0.01%
163,752
+17,393
2068
$8.17M ﹤0.01%
115,753
+1,974
2069
$8.16M ﹤0.01%
931,611
-29,676
2070
$8.15M ﹤0.01%
329,254
-21,360
2071
$8.13M ﹤0.01%
52,135
-78,963
2072
$8.13M ﹤0.01%
186,207
-22
2073
$8.12M ﹤0.01%
484,721
-125,786
2074
$8.12M ﹤0.01%
1,016,544
+156,345
2075
$8.11M ﹤0.01%
307,141
-42,265