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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3.95M ﹤0.01%
136,942
-14,355
2227
$3.94M ﹤0.01%
212,857
-15,994
2228
$3.93M ﹤0.01%
151,405
-130,400
2229
$3.93M ﹤0.01%
72,914
-11,500
2230
$3.91M ﹤0.01%
81,788
-1,863
2231
$3.91M ﹤0.01%
87,564
-441
2232
$3.91M ﹤0.01%
58,480
+3,737
2233
$3.9M ﹤0.01%
274,877
-88,600
2234
$3.9M ﹤0.01%
174,255
-922,228
2235
$3.88M ﹤0.01%
152,989
+198
2236
$3.88M ﹤0.01%
172,584
-12,850
2237
$3.88M ﹤0.01%
104,644
+58,918
2238
$3.87M ﹤0.01%
146,459
-12,127
2239
$3.87M ﹤0.01%
120,235
-60,837
2240
$3.87M ﹤0.01%
235,199
+39,916
2241
$3.87M ﹤0.01%
217,866
+59,534
2242
$3.86M ﹤0.01%
219,518
+24,458
2243
$3.86M ﹤0.01%
172,320
-22,265
2244
$3.86M ﹤0.01%
82,251
+1,173
2245
$3.85M ﹤0.01%
47,416
-567
2246
$3.85M ﹤0.01%
68,497
-37,527
2247
$3.85M ﹤0.01%
187,149
-5,430
2248
$3.85M ﹤0.01%
116,361
-8,218
2249
$3.85M ﹤0.01%
159,253
-186,530
2250
$3.84M ﹤0.01%
195,178
+138,427