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
$210B
AUM Growth
+$10.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$501M
2 +$486M
3 +$472M
4
CSCO icon
Cisco
CSCO
+$403M
5
CHTR icon
Charter Communications
CHTR
+$382M

Top Sells

1 +$359M
2 +$354M
3 +$317M
4
PEP icon
PepsiCo
PEP
+$277M
5
AAPL icon
Apple
AAPL
+$271M

Sector Composition

1 Technology 15.65%
2 Financials 14%
3 Healthcare 11.8%
4 Consumer Discretionary 8.74%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$4.8M ﹤0.01%
497,062
-53,873
2077
$4.78M ﹤0.01%
162,231
+90,950
2078
$4.77M ﹤0.01%
162,925
+1,240
2079
$4.77M ﹤0.01%
202,446
+1,040
2080
$4.76M ﹤0.01%
189,762
-8,193
2081
$4.75M ﹤0.01%
91,898
+38,364
2082
$4.74M ﹤0.01%
283,637
+2,600
2083
$4.73M ﹤0.01%
211,609
+170,614
2084
$4.73M ﹤0.01%
102,276
+17,681
2085
$4.72M ﹤0.01%
102,254
+4,820
2086
$4.71M ﹤0.01%
215,214
-26,740
2087
$4.7M ﹤0.01%
477,369
-15,750
2088
$4.7M ﹤0.01%
133,728
-16,112
2089
$4.69M ﹤0.01%
244,449
+1,573
2090
$4.68M ﹤0.01%
235,891
-3,067
2091
$4.67M ﹤0.01%
85,753
-845
2092
$4.67M ﹤0.01%
34,756
-1,004
2093
$4.66M ﹤0.01%
133,798
+24,860
2094
$4.65M ﹤0.01%
109,718
+700
2095
$4.65M ﹤0.01%
202,224
-115,149
2096
$4.65M ﹤0.01%
59,396
-48,538
2097
$4.65M ﹤0.01%
61,369
-250
2098
$4.62M ﹤0.01%
172,458
-8,603
2099
$4.61M ﹤0.01%
248,734
+11,723
2100
$4.61M ﹤0.01%
236,810
-136,455