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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$5.73M ﹤0.01%
235,772
+50,767
2127
$5.69M ﹤0.01%
117,459
-3,156
2128
$5.69M ﹤0.01%
221,987
-2,396
2129
$5.69M ﹤0.01%
101,407
-2,608
2130
$5.69M ﹤0.01%
498,485
+440,859
2131
$5.68M ﹤0.01%
237,447
-24,984
2132
$5.68M ﹤0.01%
98,251
+65,666
2133
$5.68M ﹤0.01%
769,145
-137,743
2134
$5.67M ﹤0.01%
59,893
-2,769
2135
$5.65M ﹤0.01%
250,570
-43,667
2136
$5.65M ﹤0.01%
201,938
-12,882
2137
$5.64M ﹤0.01%
60,564
-1,672
2138
$5.63M ﹤0.01%
61,820
-35,961
2139
$5.62M ﹤0.01%
145,701
+132,107
2140
$5.61M ﹤0.01%
120,707
-22,264
2141
$5.6M ﹤0.01%
81,647
-60,136
2142
$5.59M ﹤0.01%
179,643
+13,702
2143
$5.59M ﹤0.01%
144,631
-9,783
2144
$5.56M ﹤0.01%
183,450
+110,488
2145
$5.56M ﹤0.01%
+264,170
2146
$5.54M ﹤0.01%
243,263
-15,861
2147
$5.54M ﹤0.01%
92,786
+20,449
2148
$5.54M ﹤0.01%
93,078
+85,459
2149
$5.54M ﹤0.01%
170,345
-109,472
2150
$5.54M ﹤0.01%
505,660
-28,787