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
$223B
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$474M
2 +$379M
3 +$377M
4
PYPL icon
PayPal
PYPL
+$330M
5
NXPI icon
NXP Semiconductors
NXPI
+$282M

Top Sells

1 +$473M
2 +$375M
3 +$362M
4
FDC
First Data Corporation
FDC
+$280M
5
AGN
Allergan plc
AGN
+$230M

Sector Composition

1 Technology 18.98%
2 Financials 13.01%
3 Healthcare 10.66%
4 Industrials 8.28%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$238M 0.11%
973,513
-52,979
202
$237M 0.11%
822,738
-110,518
203
$235M 0.11%
5,344,334
+1,370,956
204
$234M 0.11%
6,713,082
+1,740,614
205
$234M 0.11%
1,467,306
+26,145
206
$234M 0.1%
1,864,345
-246,352
207
$232M 0.1%
1,549,060
-235,342
208
$232M 0.1%
6,109,915
+513,225
209
$230M 0.1%
3,713,567
-37,484
210
$229M 0.1%
12,098,277
+1,523,796
211
$228M 0.1%
8,188,036
+836,574
212
$228M 0.1%
3,430,331
+1,465,170
213
$227M 0.1%
1,799,306
+58,068
214
$226M 0.1%
1,626,049
-159,278
215
$225M 0.1%
9,733,281
-128,373
216
$223M 0.1%
1,432,021
-842,138
217
$222M 0.1%
2,329,873
+202,466
218
$221M 0.1%
3,970,751
-36,544
219
$221M 0.1%
1,115,986
-148,180
220
$219M 0.1%
1,004,393
-382,081
221
$217M 0.1%
5,286,215
-360,215
222
$217M 0.1%
5,022,321
-111,314
223
$217M 0.1%
1,286,954
+33,786
224
$217M 0.1%
3,760,036
-249,323
225
$215M 0.1%
4,103,621
+264,812