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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$3.54M ﹤0.01%
+159,748
2202
$3.53M ﹤0.01%
191,841
+8,832
2203
$3.51M ﹤0.01%
+162,170
2204
$3.5M ﹤0.01%
51,678
+3,285
2205
$3.49M ﹤0.01%
139,043
+2,325
2206
$3.49M ﹤0.01%
74,227
-23,021
2207
$3.48M ﹤0.01%
76,758
+4,930
2208
$3.47M ﹤0.01%
38,389
-15,031
2209
$3.47M ﹤0.01%
204,912
-100,973
2210
$3.46M ﹤0.01%
138,269
+1,621
2211
$3.46M ﹤0.01%
120,242
-10,556
2212
$3.46M ﹤0.01%
150,056
-50,489
2213
$3.46M ﹤0.01%
130,236
+414
2214
$3.45M ﹤0.01%
+51,000
2215
$3.45M ﹤0.01%
223,383
+16,794
2216
$3.43M ﹤0.01%
70,816
-13,233
2217
$3.43M ﹤0.01%
304,910
-70,569
2218
$3.41M ﹤0.01%
256,406
+18,084
2219
$3.4M ﹤0.01%
3,170
2220
$3.4M ﹤0.01%
167,925
-5,500
2221
$3.39M ﹤0.01%
123,570
+11,946
2222
$3.38M ﹤0.01%
95,310
-257,761
2223
$3.38M ﹤0.01%
126,050
-16,708
2224
$3.37M ﹤0.01%
187,166
+114,482
2225
$3.37M ﹤0.01%
28,528
-606