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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$7.86M ﹤0.01%
295,367
-2,954
2102
$7.86M ﹤0.01%
312,991
-4,436
2103
$7.84M ﹤0.01%
112,783
-2,998
2104
$7.83M ﹤0.01%
136,916
-1,591
2105
$7.82M ﹤0.01%
118,719
-4,633
2106
$7.81M ﹤0.01%
198,542
-5,874
2107
$7.76M ﹤0.01%
232,160
-8,912
2108
$7.76M ﹤0.01%
177,397
+50,366
2109
$7.75M ﹤0.01%
107,334
+49,547
2110
$7.74M ﹤0.01%
195,470
+860
2111
$7.72M ﹤0.01%
430,527
+287,957
2112
$7.71M ﹤0.01%
235,695
+14,991
2113
$7.71M ﹤0.01%
307,663
+5,074
2114
$7.7M ﹤0.01%
381,745
+268,685
2115
$7.7M ﹤0.01%
258,235
-529,199
2116
$7.69M ﹤0.01%
1,122,545
+171,904
2117
$7.68M ﹤0.01%
65,483
-17,591
2118
$7.63M ﹤0.01%
155,834
-31,556
2119
$7.63M ﹤0.01%
359,571
-11,137
2120
$7.61M ﹤0.01%
364,903
+40,971
2121
$7.6M ﹤0.01%
196,221
+18,105
2122
$7.59M ﹤0.01%
160,710
-3,584
2123
$7.58M ﹤0.01%
151,354
-36,060
2124
$7.58M ﹤0.01%
101,422
+154
2125
$7.58M ﹤0.01%
146,235
-13,127