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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$4.92M ﹤0.01%
453,359
+27,595
2077
$4.92M ﹤0.01%
247,077
+52,447
2078
$4.91M ﹤0.01%
88,090
+33
2079
$4.89M ﹤0.01%
484,339
-131,672
2080
$4.88M ﹤0.01%
47,575
-258
2081
$4.87M ﹤0.01%
188,102
-17,845
2082
$4.87M ﹤0.01%
142,437
-8,294
2083
$4.87M ﹤0.01%
134,320
-480
2084
$4.81M ﹤0.01%
71,616
+22,122
2085
$4.79M ﹤0.01%
51,510
+9,897
2086
$4.78M ﹤0.01%
79,006
+1,046
2087
$4.77M ﹤0.01%
369,707
+26,537
2088
$4.77M ﹤0.01%
228,354
-15,686
2089
$4.76M ﹤0.01%
499,119
+3,349
2090
$4.76M ﹤0.01%
472,145
-69,903
2091
$4.76M ﹤0.01%
61,460
+22,549
2092
$4.76M ﹤0.01%
291,500
-6,692
2093
$4.75M ﹤0.01%
640,300
-8,402
2094
$4.74M ﹤0.01%
332,484
-9,425
2095
$4.73M ﹤0.01%
104,588
+608
2096
$4.73M ﹤0.01%
77,037
+2,660
2097
$4.73M ﹤0.01%
291,663
-412,207
2098
$4.72M ﹤0.01%
489,698
+48,273
2099
$4.71M ﹤0.01%
265,610
-1,800
2100
$4.7M ﹤0.01%
108,117
-10,266