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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$3.81M ﹤0.01%
1,308,526
+651,731
2077
$3.8M ﹤0.01%
185,376
-11,461
2078
$3.79M ﹤0.01%
115,674
-152,329
2079
$3.79M ﹤0.01%
250,033
+8,091
2080
$3.79M ﹤0.01%
97,815
+5,742
2081
$3.78M ﹤0.01%
203,808
+123,681
2082
$3.78M ﹤0.01%
83,176
+1,899
2083
$3.78M ﹤0.01%
43,129
+11,811
2084
$3.76M ﹤0.01%
152,889
+1,100
2085
$3.76M ﹤0.01%
142,758
-6,948
2086
$3.74M ﹤0.01%
59,922
+6,131
2087
$3.73M ﹤0.01%
75,718
+6,175
2088
$3.73M ﹤0.01%
58,339
+123
2089
$3.73M ﹤0.01%
171,640
+26,912
2090
$3.73M ﹤0.01%
103,141
+2,762
2091
$3.72M ﹤0.01%
506,565
-184,230
2092
$3.72M ﹤0.01%
110,031
-3,469
2093
$3.72M ﹤0.01%
112,112
+44,071
2094
$3.72M ﹤0.01%
326,004
+263,130
2095
$3.71M ﹤0.01%
69,764
+3,233
2096
$3.71M ﹤0.01%
76,217
+29,812
2097
$3.71M ﹤0.01%
129,822
+29,001
2098
$3.71M ﹤0.01%
+138,042
2099
$3.71M ﹤0.01%
269,393
+131,515
2100
$3.7M ﹤0.01%
604,500
-694,470