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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$3.23M ﹤0.01%
309,693
-15,423
2252
$3.22M ﹤0.01%
26,315
+1,493
2253
$3.22M ﹤0.01%
19,523
-59,248
2254
$3.21M ﹤0.01%
288,456
+10,496
2255
$3.21M ﹤0.01%
+164,170
2256
$3.2M ﹤0.01%
52,865
+1,153
2257
$3.2M ﹤0.01%
137,979
+100
2258
$3.19M ﹤0.01%
90,702
+41,941
2259
$3.19M ﹤0.01%
113,286
-15,000
2260
$3.19M ﹤0.01%
74,157
-1,065
2261
$3.18M ﹤0.01%
69,564
-24,023
2262
$3.18M ﹤0.01%
46,230
+12,569
2263
$3.18M ﹤0.01%
280,079
+261,364
2264
$3.18M ﹤0.01%
288,769
+67,021
2265
$3.17M ﹤0.01%
28,828
+2,986
2266
$3.14M ﹤0.01%
179,654
+1,710
2267
$3.14M ﹤0.01%
109,055
-8,845
2268
$3.12M ﹤0.01%
104,873
+14,043
2269
$3.12M ﹤0.01%
176,172
+126,026
2270
$3.11M ﹤0.01%
89,648
-180,962
2271
$3.1M ﹤0.01%
114,936
-2,910
2272
$3.1M ﹤0.01%
43,349
-364
2273
$3.1M ﹤0.01%
122,790
+50,485
2274
$3.1M ﹤0.01%
96,144
+13,362
2275
$3.1M ﹤0.01%
+86,960