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
$313B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,044
New
Increased
Reduced
Closed

Top Buys

1 +$448M
2 +$307M
3 +$269M
4
LUV icon
Southwest Airlines
LUV
+$264M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1 +$1.26B
2 +$537M
3 +$399M
4
META icon
Meta Platforms (Facebook)
META
+$352M
5
AAPL icon
Apple
AAPL
+$350M

Sector Composition

1 Technology 23.5%
2 Financials 11.94%
3 Healthcare 10.85%
4 Consumer Discretionary 8.62%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$5.95M ﹤0.01%
35,554
-4,965
2202
$5.94M ﹤0.01%
64,436
+2,728
2203
$5.93M ﹤0.01%
569,227
-3,723
2204
$5.93M ﹤0.01%
54,252
-2,053
2205
$5.92M ﹤0.01%
295,301
+111,012
2206
$5.92M ﹤0.01%
140,605
+654
2207
$5.91M ﹤0.01%
360,349
+22,440
2208
$5.89M ﹤0.01%
73,658
-3,283
2209
$5.86M ﹤0.01%
584,002
+110,163
2210
$5.85M ﹤0.01%
72,982
-47,880
2211
$5.85M ﹤0.01%
140,464
-11,833
2212
$5.84M ﹤0.01%
349,954
-216,120
2213
$5.83M ﹤0.01%
261,783
-62,902
2214
$5.83M ﹤0.01%
388,922
-82
2215
$5.83M ﹤0.01%
225,714
-736
2216
$5.82M ﹤0.01%
323,802
-9,450
2217
$5.82M ﹤0.01%
210,926
-311,148
2218
$5.82M ﹤0.01%
254,168
-133,197
2219
$5.82M ﹤0.01%
256,851
+111
2220
$5.82M ﹤0.01%
116,126
+16,308
2221
$5.8M ﹤0.01%
104,647
-321,826
2222
$5.8M ﹤0.01%
249,371
-7,335
2223
$5.79M ﹤0.01%
153,422
-22,131
2224
$5.78M ﹤0.01%
162,479
+10,799
2225
$5.78M ﹤0.01%
36,625
-2,191