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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3.13M ﹤0.01%
88,901
+13,433
2227
$3.13M ﹤0.01%
200,075
+66,764
2228
$3.1M ﹤0.01%
118,017
+110
2229
$3.1M ﹤0.01%
137,700
-215,766
2230
$3.09M ﹤0.01%
137,716
+54,702
2231
$3.09M ﹤0.01%
481,685
-9,608
2232
$3.08M ﹤0.01%
248,530
+2,133
2233
$3.08M ﹤0.01%
78,395
-607
2234
$3.08M ﹤0.01%
332,825
+183,575
2235
$3.08M ﹤0.01%
307,834
-953,915
2236
$3.07M ﹤0.01%
200,550
-2,433
2237
$3.07M ﹤0.01%
123,062
+17,674
2238
$3.05M ﹤0.01%
59,366
+1,886
2239
$3.05M ﹤0.01%
+9,300
2240
$3.04M ﹤0.01%
51,524
+1,762
2241
$3.04M ﹤0.01%
157,336
-78,907
2242
$3.04M ﹤0.01%
318,477
+287,700
2243
$3.04M ﹤0.01%
484,353
-326,420
2244
$3.03M ﹤0.01%
114,610
+29,089
2245
$3.03M ﹤0.01%
97,834
+161
2246
$3.02M ﹤0.01%
160,131
+3,376
2247
$3.02M ﹤0.01%
59,410
2248
$3.01M ﹤0.01%
106,369
+27,239
2249
$3.01M ﹤0.01%
44,828
+24,291
2250
$3.01M ﹤0.01%
65,206
+51