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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$3.34M ﹤0.01%
71,891
-37,934
2102
$3.33M ﹤0.01%
208,026
-44,138
2103
$3.33M ﹤0.01%
77,517
+52,473
2104
$3.32M ﹤0.01%
61,213
-7,656
2105
$3.32M ﹤0.01%
727,652
+57,484
2106
$3.32M ﹤0.01%
50,350
+5,522
2107
$3.31M ﹤0.01%
129,174
+65,813
2108
$3.31M ﹤0.01%
122,722
+672
2109
$3.31M ﹤0.01%
139,162
+89,968
2110
$3.3M ﹤0.01%
80,255
+53,721
2111
$3.3M ﹤0.01%
194,338
-12,270
2112
$3.29M ﹤0.01%
58,484
+36
2113
$3.28M ﹤0.01%
94,718
+3,520
2114
$3.27M ﹤0.01%
233,553
-4,604
2115
$3.26M ﹤0.01%
230,814
+135,405
2116
$3.25M ﹤0.01%
358,233
+325,802
2117
$3.25M ﹤0.01%
578,080
-723,301
2118
$3.25M ﹤0.01%
74,064
-7,469
2119
$3.25M ﹤0.01%
359,265
+26,440
2120
$3.24M ﹤0.01%
165,078
-380,180
2121
$3.23M ﹤0.01%
104,569
+31,864
2122
$3.23M ﹤0.01%
399,493
-47,395
2123
$3.23M ﹤0.01%
94,069
-38,245
2124
$3.21M ﹤0.01%
200,767
+46,004
2125
$3.21M ﹤0.01%
246,801
-178,716