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
$193B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,236
New
Increased
Reduced
Closed

Top Buys

1 +$599M
2 +$329M
3 +$295M
4
COST icon
Costco
COST
+$294M
5
DPZ icon
Domino's
DPZ
+$269M

Top Sells

1 +$641M
2 +$627M
3 +$466M
4
HD icon
Home Depot
HD
+$382M
5
SHW icon
Sherwin-Williams
SHW
+$327M

Sector Composition

1 Technology 15.68%
2 Financials 13.95%
3 Healthcare 11.81%
4 Consumer Discretionary 8.93%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$3.25M ﹤0.01%
+380,152
2277
$3.25M ﹤0.01%
143,638
+65,828
2278
$3.24M ﹤0.01%
447,084
+10,331
2279
$3.24M ﹤0.01%
181,505
+1,154
2280
$3.23M ﹤0.01%
86,977
+3,817
2281
$3.22M ﹤0.01%
62,216
+13,252
2282
$3.21M ﹤0.01%
184,954
+5,300
2283
$3.21M ﹤0.01%
88,079
-24,409
2284
$3.2M ﹤0.01%
23,947
-2,308
2285
$3.2M ﹤0.01%
110,113
-109,982
2286
$3.2M ﹤0.01%
59,850
-5,300
2287
$3.19M ﹤0.01%
71,316
+3,294
2288
$3.18M ﹤0.01%
159,220
+9,164
2289
$3.18M ﹤0.01%
198,157
-941
2290
$3.17M ﹤0.01%
86,122
-9,188
2291
$3.16M ﹤0.01%
162,170
2292
$3.16M ﹤0.01%
47,599
-987
2293
$3.16M ﹤0.01%
124,845
-610
2294
$3.16M ﹤0.01%
341,147
+52,691
2295
$3.14M ﹤0.01%
149,702
+10,867
2296
$3.14M ﹤0.01%
79,926
+18,384
2297
$3.13M ﹤0.01%
49,726
+9,678
2298
$3.12M ﹤0.01%
80,579
+64,753
2299
$3.12M ﹤0.01%
64,002
+46,866
2300
$3.12M ﹤0.01%
72,735
+11,435