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
$305B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,132
New
Increased
Reduced
Closed

Top Buys

1 +$373M
2 +$335M
3 +$278M
4
QCOM icon
Qualcomm
QCOM
+$236M
5
SO icon
Southern Company
SO
+$235M

Top Sells

1 +$466M
2 +$466M
3 +$436M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$415M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 22.39%
2 Healthcare 11.35%
3 Financials 10.6%
4 Industrials 8.57%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$6.61M ﹤0.01%
245,630
+57,326
2052
$6.61M ﹤0.01%
197,675
-6,523
2053
$6.6M ﹤0.01%
190,451
+5,156
2054
$6.6M ﹤0.01%
209,160
+155,521
2055
$6.59M ﹤0.01%
711,085
+109,987
2056
$6.58M ﹤0.01%
+1,329,565
2057
$6.56M ﹤0.01%
399,419
+121,972
2058
$6.54M ﹤0.01%
29,415
+7,056
2059
$6.53M ﹤0.01%
215,179
+13,241
2060
$6.53M ﹤0.01%
795,587
-58,516
2061
$6.53M ﹤0.01%
223,150
-82,060
2062
$6.53M ﹤0.01%
543,524
-26,363
2063
$6.52M ﹤0.01%
260,336
-91,315
2064
$6.52M ﹤0.01%
95,143
+38,070
2065
$6.51M ﹤0.01%
114,208
+37,752
2066
$6.48M ﹤0.01%
176,222
-6,631
2067
$6.48M ﹤0.01%
251,846
+70,850
2068
$6.47M ﹤0.01%
365,680
+19,418
2069
$6.46M ﹤0.01%
261,575
-7,840
2070
$6.46M ﹤0.01%
1,307,385
+242,129
2071
$6.46M ﹤0.01%
166,611
+35,230
2072
$6.44M ﹤0.01%
95,417
+33,762
2073
$6.4M ﹤0.01%
275,797
-11,981
2074
$6.39M ﹤0.01%
641,349
-16,831
2075
$6.39M ﹤0.01%
607,648
+201,834