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
$219B
AUM Growth
+$9.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1 +$472M
2 +$444M
3 +$309M
4
AMZN icon
Amazon
AMZN
+$309M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$301M

Top Sells

1 +$472M
2 +$368M
3 +$296M
4
CAH icon
Cardinal Health
CAH
+$286M
5
LMT icon
Lockheed Martin
LMT
+$278M

Sector Composition

1 Technology 16.07%
2 Financials 14.29%
3 Healthcare 10.71%
4 Consumer Discretionary 9.03%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$4.99M ﹤0.01%
145,005
+10,835
2102
$4.98M ﹤0.01%
193,780
+1,200
2103
$4.98M ﹤0.01%
125,325
+33,445
2104
$4.96M ﹤0.01%
195,836
+20,828
2105
$4.96M ﹤0.01%
235,072
-2,042
2106
$4.94M ﹤0.01%
166,106
+1,200
2107
$4.92M ﹤0.01%
102,983
-2,301
2108
$4.91M ﹤0.01%
565,764
+175,415
2109
$4.91M ﹤0.01%
+271,855
2110
$4.9M ﹤0.01%
173,272
+101,917
2111
$4.9M ﹤0.01%
93,358
+12,852
2112
$4.89M ﹤0.01%
55,362
+2,038
2113
$4.89M ﹤0.01%
96,118
+8,635
2114
$4.89M ﹤0.01%
135,501
+14,306
2115
$4.88M ﹤0.01%
435,705
+432,551
2116
$4.87M ﹤0.01%
155,915
+900
2117
$4.86M ﹤0.01%
78,774
-891
2118
$4.85M ﹤0.01%
240,059
+51,679
2119
$4.83M ﹤0.01%
53,975
-1,006
2120
$4.83M ﹤0.01%
108,958
+1,957
2121
$4.83M ﹤0.01%
231,471
-4,420
2122
$4.82M ﹤0.01%
72,855
+13,000
2123
$4.82M ﹤0.01%
455,939
-34,658
2124
$4.81M ﹤0.01%
82,153
+45,073
2125
$4.79M ﹤0.01%
+129,020