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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$2.69M ﹤0.01%
80,538
+13,010
2202
$2.67M ﹤0.01%
95,512
+93,499
2203
$2.66M ﹤0.01%
36,724
+6,579
2204
$2.66M ﹤0.01%
44,137
+43,188
2205
$2.65M ﹤0.01%
45,403
+458
2206
$2.65M ﹤0.01%
153,839
-2,041,535
2207
$2.64M ﹤0.01%
39,196
-291
2208
$2.64M ﹤0.01%
51,965
+2,845
2209
$2.63M ﹤0.01%
19,348
-14,073
2210
$2.63M ﹤0.01%
437,082
-545,362
2211
$2.63M ﹤0.01%
66,762
+23,423
2212
$2.63M ﹤0.01%
100,639
-24,586
2213
$2.63M ﹤0.01%
102,310
+9,453
2214
$2.62M ﹤0.01%
40,229
-238
2215
$2.62M ﹤0.01%
113,769
+3,985
2216
$2.61M ﹤0.01%
166,378
-251,187
2217
$2.61M ﹤0.01%
59,270
+44,148
2218
$2.59M ﹤0.01%
90,285
-23,207
2219
$2.59M ﹤0.01%
159,302
+10,332
2220
$2.58M ﹤0.01%
40,857
+567
2221
$2.58M ﹤0.01%
60,484
-38,613
2222
$2.57M ﹤0.01%
115,275
+194
2223
$2.57M ﹤0.01%
80,183
+975
2224
$2.57M ﹤0.01%
41,517
+1,569
2225
$2.55M ﹤0.01%
63,443
-2,097,632