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
$165B
AUM Growth
+$12.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,334
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$326M
3 +$316M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$241M
5
CB icon
Chubb
CB
+$235M

Top Sells

1 +$435M
2 +$331M
3 +$268M
4
ETN icon
Eaton
ETN
+$257M
5
GEN icon
Gen Digital
GEN
+$236M

Sector Composition

1 Financials 14.61%
2 Technology 13.92%
3 Healthcare 12.26%
4 Industrials 10.8%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$2M ﹤0.01%
39,880
+122
2327
$2M ﹤0.01%
46,164
+3,637
2328
$2M ﹤0.01%
116,553
+52,540
2329
$1.99M ﹤0.01%
129,211
+127,149
2330
$1.98M ﹤0.01%
91,487
+7,118
2331
$1.98M ﹤0.01%
45,600
-485
2332
$1.98M ﹤0.01%
210,065
+6,288
2333
$1.98M ﹤0.01%
108,973
+3,488
2334
$1.97M ﹤0.01%
101,790
+94,824
2335
$1.97M ﹤0.01%
79,854
-2,419
2336
$1.97M ﹤0.01%
7,114
+13
2337
$1.97M ﹤0.01%
257,085
-8,225
2338
$1.96M ﹤0.01%
23,087
+1,893
2339
$1.96M ﹤0.01%
23,851
-47,412
2340
$1.95M ﹤0.01%
83,549
+12,528
2341
$1.94M ﹤0.01%
226,380
-42,215
2342
$1.94M ﹤0.01%
128,598
+3,261
2343
$1.91M ﹤0.01%
58,964
+9,512
2344
$1.91M ﹤0.01%
149,110
+2,508
2345
$1.91M ﹤0.01%
99,067
+11,933
2346
$1.91M ﹤0.01%
62,551
-8,321
2347
$1.9M ﹤0.01%
34,483
+8,656
2348
$1.89M ﹤0.01%
111,804
-1,357
2349
$1.89M ﹤0.01%
213,110
+8,023
2350
$1.88M ﹤0.01%
128,614
+391