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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$4.55M ﹤0.01%
653,256
+14,549
2127
$4.54M ﹤0.01%
397,763
+7,665
2128
$4.54M ﹤0.01%
120,184
+30,130
2129
$4.54M ﹤0.01%
5,228
-1,898
2130
$4.54M ﹤0.01%
94,910
-21,690
2131
$4.53M ﹤0.01%
+308,158
2132
$4.52M ﹤0.01%
80,058
+13,309
2133
$4.52M ﹤0.01%
143,414
-13,615
2134
$4.51M ﹤0.01%
182,404
-16,062
2135
$4.5M ﹤0.01%
133,850
+543
2136
$4.5M ﹤0.01%
56,494
-1,652
2137
$4.5M ﹤0.01%
277,608
-4,387
2138
$4.5M ﹤0.01%
80,769
-72,769
2139
$4.48M ﹤0.01%
94,939
+8,257
2140
$4.48M ﹤0.01%
676,448
-14,925
2141
$4.47M ﹤0.01%
71,245
-5,389
2142
$4.45M ﹤0.01%
355,313
+40,452
2143
$4.45M ﹤0.01%
176,832
-83,651
2144
$4.44M ﹤0.01%
171,243
+89,951
2145
$4.43M ﹤0.01%
257,000
-1,785
2146
$4.42M ﹤0.01%
238,143
-195,077
2147
$4.42M ﹤0.01%
64,487
-2,920
2148
$4.42M ﹤0.01%
+187,499
2149
$4.42M ﹤0.01%
166,149
-13,910
2150
$4.41M ﹤0.01%
92,672
+14,530