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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$395M 0.11%
9,287,769
-361,600
202
$395M 0.11%
374,878
+42,333
203
$393M 0.11%
9,478,693
+1,050,175
204
$387M 0.1%
4,701,326
-702,219
205
$386M 0.1%
3,254,076
+27,123
206
$383M 0.1%
14,656,625
+569,818
207
$382M 0.1%
4,886,103
+35,312
208
$382M 0.1%
2,096,403
+1,036,543
209
$380M 0.1%
9,941,242
-150,743
210
$378M 0.1%
3,332,318
-554,456
211
$376M 0.1%
11,239,739
+3,168,172
212
$375M 0.1%
21,349,476
+482,566
213
$375M 0.1%
3,078,130
+644,817
214
$372M 0.1%
6,286,069
+1,062,286
215
$372M 0.1%
821,321
-97,102
216
$369M 0.1%
8,815,886
+957,167
217
$368M 0.1%
1,778,684
-54,501
218
$366M 0.1%
1,272,650
-21,595
219
$366M 0.1%
1,531,926
-67,142
220
$362M 0.1%
2,925,360
-68,292
221
$360M 0.1%
4,442,809
-134,016
222
$359M 0.1%
2,086,174
+548,664
223
$359M 0.1%
3,312,966
-128,964
224
$358M 0.1%
1,218,558
+514,583
225
$355M 0.1%
5,038,605
-240,015