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
$170B
AUM Growth
+$8.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,118
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$460M
3 +$301M
4
MON
Monsanto Co
MON
+$293M
5
BK icon
Bank of New York Mellon
BK
+$279M

Top Sells

1 +$1.83B
2 +$400M
3 +$372M
4
BKNG icon
Booking.com
BKNG
+$276M
5
HPQ icon
HP
HPQ
+$267M

Sector Composition

1 Healthcare 15.46%
2 Technology 14.98%
3 Financials 13.89%
4 Consumer Discretionary 9.66%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$2.41M ﹤0.01%
571,912
+56,955
2352
$2.41M ﹤0.01%
186,524
+13,190
2353
$2.41M ﹤0.01%
45,010
2354
$2.41M ﹤0.01%
114,453
+17,874
2355
$2.4M ﹤0.01%
3,151
+579
2356
$2.4M ﹤0.01%
48,267
-1,756
2357
$2.4M ﹤0.01%
31,614
+3,512
2358
$2.39M ﹤0.01%
26,226
+8,603
2359
$2.39M ﹤0.01%
241,596
-35,979
2360
$2.39M ﹤0.01%
117,089
-3,013
2361
$2.38M ﹤0.01%
174,372
+82,845
2362
$2.38M ﹤0.01%
416,153
-11,591
2363
$2.38M ﹤0.01%
216,123
2364
$2.38M ﹤0.01%
140,925
+87,825
2365
$2.38M ﹤0.01%
120,873
+22,969
2366
$2.37M ﹤0.01%
28,659
-344
2367
$2.37M ﹤0.01%
87,522
-12,761
2368
$2.36M ﹤0.01%
55,006
+11,025
2369
$2.36M ﹤0.01%
50,664
+13,459
2370
$2.35M ﹤0.01%
21,314
-6,145
2371
$2.35M ﹤0.01%
136,998
+9,131
2372
$2.34M ﹤0.01%
436,131
-24,128
2373
$2.33M ﹤0.01%
+66,645
2374
$2.33M ﹤0.01%
315,985
-39,241
2375
$2.33M ﹤0.01%
372,160
-553,360