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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$2.65M ﹤0.01%
473,663
-288,059
2227
$2.65M ﹤0.01%
53,363
-31,023
2228
$2.65M ﹤0.01%
+113,926
2229
$2.64M ﹤0.01%
92,903
+21,964
2230
$2.64M ﹤0.01%
142,626
-13,961
2231
$2.63M ﹤0.01%
46,501
-1,880
2232
$2.63M ﹤0.01%
182,360
-94,011
2233
$2.61M ﹤0.01%
190,866
-237,076
2234
$2.6M ﹤0.01%
54,858
-4,508
2235
$2.6M ﹤0.01%
147,905
-12,226
2236
$2.6M ﹤0.01%
30,279
+567
2237
$2.6M ﹤0.01%
454,243
+36,591
2238
$2.6M ﹤0.01%
179,245
-157,761
2239
$2.59M ﹤0.01%
113,808
+80,169
2240
$2.58M ﹤0.01%
572,848
+11,447
2241
$2.58M ﹤0.01%
197,628
+805
2242
$2.56M ﹤0.01%
92,018
-319,289
2243
$2.55M ﹤0.01%
77,724
-93,267
2244
$2.55M ﹤0.01%
97,344
+17,524
2245
$2.54M ﹤0.01%
370,107
-1,405
2246
$2.54M ﹤0.01%
94,071
-33,776
2247
$2.54M ﹤0.01%
121,082
-1,065,755
2248
$2.53M ﹤0.01%
37,345
+5,731
2249
$2.53M ﹤0.01%
21,968
+5,082
2250
$2.52M ﹤0.01%
64,440
+3,179