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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$4.1M ﹤0.01%
136,780
+8,112
2077
$4.09M ﹤0.01%
129,226
-8,792
2078
$4.09M ﹤0.01%
203,298
+7,745
2079
$4.05M ﹤0.01%
355,486
-192,641
2080
$4.04M ﹤0.01%
380,551
-62,599
2081
$4.03M ﹤0.01%
114,220
+5,209
2082
$4.02M ﹤0.01%
338,351
+26,624
2083
$4.01M ﹤0.01%
+132,800
2084
$4.01M ﹤0.01%
105,062
+4,603
2085
$4M ﹤0.01%
109,688
+1,859
2086
$4M ﹤0.01%
141,612
+100,956
2087
$3.99M ﹤0.01%
122,589
+5,005
2088
$3.97M ﹤0.01%
85,332
+3,520
2089
$3.97M ﹤0.01%
126,185
-11,260
2090
$3.97M ﹤0.01%
111,995
-16,949
2091
$3.96M ﹤0.01%
63,360
+9,895
2092
$3.95M ﹤0.01%
584,286
-172,851
2093
$3.94M ﹤0.01%
426,883
-69,388
2094
$3.93M ﹤0.01%
83,346
+1,586
2095
$3.92M ﹤0.01%
139,964
+1,359
2096
$3.91M ﹤0.01%
293,005
-5,415
2097
$3.91M ﹤0.01%
88,343
-3,260
2098
$3.88M ﹤0.01%
125,953
-122,532
2099
$3.87M ﹤0.01%
+139,711
2100
$3.87M ﹤0.01%
346,107
+10,023