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
2126
$7.57M ﹤0.01%
95,820
-66,609
2127
$7.55M ﹤0.01%
346,102
-66,258
2128
$7.55M ﹤0.01%
339,378
-8,818
2129
$7.53M ﹤0.01%
65,861
-3,615
2130
$7.53M ﹤0.01%
348,523
-8,473
2131
$7.51M ﹤0.01%
572,542
+62,463
2132
$7.5M ﹤0.01%
283,420
-2,155
2133
$7.49M ﹤0.01%
248,846
+64,829
2134
$7.48M ﹤0.01%
360,459
-103,761
2135
$7.48M ﹤0.01%
63,564
-173,806
2136
$7.45M ﹤0.01%
264,114
+4,541
2137
$7.44M ﹤0.01%
428,898
-13,510
2138
$7.44M ﹤0.01%
111,071
-2,076
2139
$7.43M ﹤0.01%
89,875
+13,009
2140
$7.41M ﹤0.01%
175,446
+10
2141
$7.41M ﹤0.01%
437,452
-17,300
2142
$7.41M ﹤0.01%
177,409
-11,310
2143
$7.39M ﹤0.01%
60,328
-2,413
2144
$7.37M ﹤0.01%
153,619
+24,324
2145
$7.35M ﹤0.01%
481,439
+87,218
2146
$7.35M ﹤0.01%
73,805
+21,078
2147
$7.34M ﹤0.01%
455,219
+2,535
2148
$7.34M ﹤0.01%
409,893
+86,091
2149
$7.33M ﹤0.01%
140,907
+302
2150
$7.31M ﹤0.01%
144,775
-1,011