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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$2.78M ﹤0.01%
178,622
-32,678
2202
$2.78M ﹤0.01%
90,663
+8,253
2203
$2.77M ﹤0.01%
48,527
-9,403
2204
$2.77M ﹤0.01%
9,101
+132
2205
$2.76M ﹤0.01%
178,928
+2,752
2206
$2.76M ﹤0.01%
61,264
-16,003
2207
$2.75M ﹤0.01%
276,999
+19,643
2208
$2.73M ﹤0.01%
+105,232
2209
$2.73M ﹤0.01%
213,287
-35,243
2210
$2.73M ﹤0.01%
157,309
+3,129
2211
$2.73M ﹤0.01%
181,736
+32,842
2212
$2.72M ﹤0.01%
61,114
+44,392
2213
$2.72M ﹤0.01%
340,312
-755,203
2214
$2.71M ﹤0.01%
56,869
+739
2215
$2.71M ﹤0.01%
127,620
+13,167
2216
$2.71M ﹤0.01%
173,886
-80,230
2217
$2.71M ﹤0.01%
95,489
+328
2218
$2.7M ﹤0.01%
+106,442
2219
$2.69M ﹤0.01%
427,006
-22,887
2220
$2.69M ﹤0.01%
100,961
+2,522
2221
$2.68M ﹤0.01%
127,919
+950
2222
$2.67M ﹤0.01%
486,927
+457,837
2223
$2.67M ﹤0.01%
51,144
+2,877
2224
$2.66M ﹤0.01%
68,314
-11,889
2225
$2.66M ﹤0.01%
+72,270