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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$5.05M ﹤0.01%
310,724
+2,192
2277
$5.05M ﹤0.01%
135,750
+35,755
2278
$5.04M ﹤0.01%
31,865
-176
2279
$5.01M ﹤0.01%
45,460
-4,645
2280
$5M ﹤0.01%
634,398
+3,618
2281
$5M ﹤0.01%
175,691
-647,072
2282
$5M ﹤0.01%
555,707
+139,873
2283
$4.99M ﹤0.01%
464,866
+5,866
2284
$4.98M ﹤0.01%
1,132,815
+64,022
2285
$4.98M ﹤0.01%
227,504
+20,663
2286
$4.98M ﹤0.01%
180,152
+6,107
2287
$4.98M ﹤0.01%
52,354
+13,722
2288
$4.95M ﹤0.01%
451,403
-49,546
2289
$4.95M ﹤0.01%
183,107
+55,224
2290
$4.95M ﹤0.01%
108,759
+32,333
2291
$4.94M ﹤0.01%
287,115
-181,050
2292
$4.94M ﹤0.01%
169,324
-4,693
2293
$4.94M ﹤0.01%
29,872
+153
2294
$4.93M ﹤0.01%
219,643
+139
2295
$4.91M ﹤0.01%
191,638
-19,961
2296
$4.9M ﹤0.01%
50,346
-15,130
2297
$4.89M ﹤0.01%
116,573
+31,450
2298
$4.88M ﹤0.01%
143,358
+1,569
2299
$4.88M ﹤0.01%
193,722
+25,491
2300
$4.88M ﹤0.01%
160,634
+2,516