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
2101
$3.7M ﹤0.01%
86,876
+3,075
2102
$3.69M ﹤0.01%
54,807
-8,174
2103
$3.69M ﹤0.01%
84,819
-8,937
2104
$3.69M ﹤0.01%
+100,000
2105
$3.68M ﹤0.01%
120,014
+58,858
2106
$3.67M ﹤0.01%
167,995
-151,920
2107
$3.66M ﹤0.01%
88,155
+788
2108
$3.66M ﹤0.01%
87,823
+12,923
2109
$3.64M ﹤0.01%
308,958
-7,785
2110
$3.63M ﹤0.01%
79,561
+3,880
2111
$3.63M ﹤0.01%
160,246
-87,199
2112
$3.62M ﹤0.01%
251,850
-176,280
2113
$3.6M ﹤0.01%
88,867
-940
2114
$3.6M ﹤0.01%
223,442
+34,165
2115
$3.6M ﹤0.01%
337,344
-5,528,819
2116
$3.58M ﹤0.01%
177,944
+4,800
2117
$3.58M ﹤0.01%
325,116
+77,863
2118
$3.58M ﹤0.01%
68,586
+4,187
2119
$3.57M ﹤0.01%
48,393
+4,272
2120
$3.57M ﹤0.01%
+94,865
2121
$3.56M ﹤0.01%
166,846
+27,985
2122
$3.55M ﹤0.01%
52,355
+970
2123
$3.53M ﹤0.01%
98,364
-12,465
2124
$3.52M ﹤0.01%
141,679
+3,961
2125
$3.51M ﹤0.01%
217,666
+2,434