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
$152B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,254
New
Increased
Reduced
Closed

Top Buys

1 +$280M
2 +$271M
3 +$269M
4
AAPL icon
Apple
AAPL
+$267M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M

Top Sells

1 +$642M
2 +$330M
3 +$290M
4
KMI icon
Kinder Morgan
KMI
+$279M
5
NWSA
NEWS CORPORATION CL-A
NWSA
+$235M

Sector Composition

1 Financials 14.61%
2 Technology 13.75%
3 Healthcare 11.9%
4 Industrials 11.03%
5 Consumer Discretionary 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$2.86M ﹤0.01%
51,178
+1,478
2127
$2.86M ﹤0.01%
45,615
+5,277
2128
$2.85M ﹤0.01%
58,186
+184
2129
$2.85M ﹤0.01%
58,892
-4,416
2130
$2.84M ﹤0.01%
77,324
+17,805
2131
$2.84M ﹤0.01%
94,899
+3,795
2132
$2.83M ﹤0.01%
128,642
+27,008
2133
$2.82M ﹤0.01%
141,172
+435
2134
$2.81M ﹤0.01%
339,623
+336,873
2135
$2.81M ﹤0.01%
115,895
+3,335
2136
$2.8M ﹤0.01%
58,360
+2,000
2137
$2.8M ﹤0.01%
150,158
+74,222
2138
$2.77M ﹤0.01%
101,480
-85,494
2139
$2.77M ﹤0.01%
99,379
-34,340
2140
$2.77M ﹤0.01%
86,505
-13,595
2141
$2.75M ﹤0.01%
95,771
+3,439
2142
$2.72M ﹤0.01%
42,833
-17,986
2143
$2.72M ﹤0.01%
174,193
-82,849
2144
$2.72M ﹤0.01%
150,889
+11,865
2145
$2.71M ﹤0.01%
87,309
-24,275
2146
$2.71M ﹤0.01%
120,674
+820
2147
$2.7M ﹤0.01%
1,385,938
-20,523
2148
$2.7M ﹤0.01%
83,340
-4,036
2149
$2.69M ﹤0.01%
23,127
-27,120
2150
$2.68M ﹤0.01%
142,213
+4,135