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
2101
$3.85M ﹤0.01%
888,880
+118,605
2102
$3.85M ﹤0.01%
77,134
+3,527
2103
$3.84M ﹤0.01%
168,981
+8,582
2104
$3.81M ﹤0.01%
79,997
+49,562
2105
$3.78M ﹤0.01%
198,294
+9,862
2106
$3.77M ﹤0.01%
89,298
+19
2107
$3.77M ﹤0.01%
64,836
+14,163
2108
$3.75M ﹤0.01%
24,959
+6,550
2109
$3.75M ﹤0.01%
246,714
+22,486
2110
$3.74M ﹤0.01%
158,087
+95,230
2111
$3.74M ﹤0.01%
228,048
-531,384
2112
$3.74M ﹤0.01%
297,194
-10,652
2113
$3.72M ﹤0.01%
342,676
-7,280
2114
$3.72M ﹤0.01%
234,737
+1,130
2115
$3.7M ﹤0.01%
163,276
+7,630
2116
$3.7M ﹤0.01%
252,014
-1,430
2117
$3.69M ﹤0.01%
141,224
+13,690
2118
$3.68M ﹤0.01%
203,768
-55,545
2119
$3.68M ﹤0.01%
122,528
-2,933
2120
$3.67M ﹤0.01%
75,512
-15,458
2121
$3.67M ﹤0.01%
176,220
+26,270
2122
$3.67M ﹤0.01%
421,539
+204,639
2123
$3.66M ﹤0.01%
120,432
-312,799
2124
$3.66M ﹤0.01%
304,249
-10,634
2125
$3.66M ﹤0.01%
334,108
-1,161,714