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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.2%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$6.9M ﹤0.01%
495,863
+2,545
2052
$6.89M ﹤0.01%
143,846
-2,955
2053
$6.87M ﹤0.01%
105,596
-2,887
2054
$6.86M ﹤0.01%
99,766
-256,382
2055
$6.84M ﹤0.01%
587,406
+25,125
2056
$6.84M ﹤0.01%
719,450
+35,637
2057
$6.84M ﹤0.01%
847,542
-112,017
2058
$6.81M ﹤0.01%
135,890
+31,051
2059
$6.81M ﹤0.01%
214,056
-7,214
2060
$6.79M ﹤0.01%
89,354
+1,791
2061
$6.78M ﹤0.01%
63,191
-121
2062
$6.78M ﹤0.01%
450,316
-81,653
2063
$6.77M ﹤0.01%
27,288
-799
2064
$6.74M ﹤0.01%
614,985
+2,742
2065
$6.74M ﹤0.01%
243,749
+68,058
2066
$6.74M ﹤0.01%
359,535
+50,800
2067
$6.73M ﹤0.01%
106,726
-173,291
2068
$6.73M ﹤0.01%
92,360
-41,339
2069
$6.7M ﹤0.01%
107,211
+51,365
2070
$6.69M ﹤0.01%
128,411
-2,736
2071
$6.67M ﹤0.01%
537,001
-38,032
2072
$6.66M ﹤0.01%
534,426
+32,225
2073
$6.66M ﹤0.01%
334,615
+38
2074
$6.65M ﹤0.01%
288,554
-607,236
2075
$6.65M ﹤0.01%
147,843
+102,897