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
$339B
AUM Growth
-$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,120
New
Increased
Reduced
Closed

Top Buys

1 +$518M
2 +$448M
3 +$395M
4
MSFT icon
Microsoft
MSFT
+$383M
5
LRCX icon
Lam Research
LRCX
+$383M

Top Sells

1 +$652M
2 +$483M
3 +$475M
4
PM icon
Philip Morris
PM
+$435M
5
META icon
Meta Platforms (Facebook)
META
+$412M

Sector Composition

1 Technology 22.83%
2 Healthcare 11.47%
3 Financials 11.29%
4 Industrials 8.67%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$5.09M ﹤0.01%
115,573
+110,233
2352
$5.09M ﹤0.01%
60,611
-1,779
2353
$5.07M ﹤0.01%
177,140
-18,301
2354
$5.07M ﹤0.01%
604,521
+257,205
2355
$5.07M ﹤0.01%
429,381
+22,480
2356
$5.05M ﹤0.01%
64,119
+539
2357
$5.03M ﹤0.01%
191,975
-754,793
2358
$5.03M ﹤0.01%
382,790
-121,283
2359
$5.02M ﹤0.01%
99,034
-15,275
2360
$5.02M ﹤0.01%
187,539
-2,168
2361
$5.02M ﹤0.01%
124,455
+43,400
2362
$5M ﹤0.01%
22,151
-66,636
2363
$5M ﹤0.01%
373,177
2364
$5M ﹤0.01%
224,474
+3,605
2365
$5M ﹤0.01%
661,662
+47,733
2366
$4.99M ﹤0.01%
195,870
+3,820
2367
$4.98M ﹤0.01%
116,155
-501,750
2368
$4.96M ﹤0.01%
58,908
+36,314
2369
$4.95M ﹤0.01%
612,516
-18,963
2370
$4.95M ﹤0.01%
58,914
-1,731
2371
$4.93M ﹤0.01%
258,053
+44,921
2372
$4.93M ﹤0.01%
142,437
+10,348
2373
$4.93M ﹤0.01%
207,441
+23,622
2374
$4.92M ﹤0.01%
139,374
+424
2375
$4.92M ﹤0.01%
95,790
-35,202