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
$178B
AUM Growth
+$7.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,039
New
Increased
Reduced
Closed

Top Buys

1 +$416M
2 +$322M
3 +$265M
4
META icon
Meta Platforms (Facebook)
META
+$221M
5
AMT icon
American Tower
AMT
+$217M

Top Sells

1 +$483M
2 +$438M
3 +$320M
4
NVO icon
Novo Nordisk
NVO
+$273M
5
EA icon
Electronic Arts
EA
+$268M

Sector Composition

1 Technology 15.65%
2 Healthcare 13.59%
3 Financials 13.2%
4 Consumer Discretionary 9.2%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$2.4M ﹤0.01%
189,984
+71,782
2327
$2.39M ﹤0.01%
123,819
+8,825
2328
$2.38M ﹤0.01%
73,098
+13,822
2329
$2.38M ﹤0.01%
191,513
+38,903
2330
$2.38M ﹤0.01%
51,585
+21,393
2331
$2.38M ﹤0.01%
43,713
+8,691
2332
$2.36M ﹤0.01%
288,355
-62,015
2333
$2.36M ﹤0.01%
60,578
-6,677
2334
$2.36M ﹤0.01%
45,217
+28,034
2335
$2.36M ﹤0.01%
110,054
-172,895
2336
$2.36M ﹤0.01%
125,648
+900
2337
$2.36M ﹤0.01%
+119,948
2338
$2.35M ﹤0.01%
+75,252
2339
$2.35M ﹤0.01%
25,842
+825
2340
$2.35M ﹤0.01%
45,749
+630
2341
$2.35M ﹤0.01%
123,410
-392
2342
$2.34M ﹤0.01%
11,749
-2,074
2343
$2.34M ﹤0.01%
20,953
-176
2344
$2.34M ﹤0.01%
50,702
-12,946
2345
$2.34M ﹤0.01%
394,381
+16,405
2346
$2.33M ﹤0.01%
85,744
+19,684
2347
$2.33M ﹤0.01%
77,860
+994
2348
$2.33M ﹤0.01%
91,684
+1,776
2349
$2.32M ﹤0.01%
136,506
-2,208
2350
$2.31M ﹤0.01%
85,643
+68,166