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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$5.87M ﹤0.01%
119,028
-188,382
2302
$5.83M ﹤0.01%
100,593
-27,598
2303
$5.82M ﹤0.01%
117,326
-8,335
2304
$5.82M ﹤0.01%
363,534
-13,561
2305
$5.81M ﹤0.01%
914,360
+49,250
2306
$5.81M ﹤0.01%
168,372
+50,162
2307
$5.8M ﹤0.01%
320,533
+100,213
2308
$5.78M ﹤0.01%
35,008
+5,637
2309
$5.78M ﹤0.01%
96,604
+21,968
2310
$5.75M ﹤0.01%
191,013
-2,094
2311
$5.74M ﹤0.01%
167,974
+664
2312
$5.73M ﹤0.01%
276,048
+14,267
2313
$5.73M ﹤0.01%
94,751
-863
2314
$5.73M ﹤0.01%
76,613
+32,603
2315
$5.72M ﹤0.01%
22,189
+15,236
2316
$5.7M ﹤0.01%
98,582
+646
2317
$5.69M ﹤0.01%
276,779
-2,824
2318
$5.68M ﹤0.01%
83,172
+6,707
2319
$5.66M ﹤0.01%
220,869
+1,491
2320
$5.66M ﹤0.01%
42,207
+3,027
2321
$5.65M ﹤0.01%
+303,976
2322
$5.65M ﹤0.01%
295,036
+48,983
2323
$5.62M ﹤0.01%
104,335
-551,184
2324
$5.62M ﹤0.01%
226,172
+3,146
2325
$5.61M ﹤0.01%
8,111
+654