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
$226B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,790
New
Increased
Reduced
Closed

Top Buys

1 +$459M
2 +$458M
3 +$399M
4
DAL icon
Delta Air Lines
DAL
+$342M
5
DD icon
DuPont de Nemours
DD
+$335M

Top Sells

1 +$826M
2 +$350M
3 +$310M
4
MNST icon
Monster Beverage
MNST
+$296M
5
EA icon
Electronic Arts
EA
+$274M

Sector Composition

1 Technology 17.25%
2 Financials 13.52%
3 Healthcare 11.13%
4 Consumer Discretionary 9.37%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$3.75M ﹤0.01%
297,316
+13,425
2377
$3.74M ﹤0.01%
193,829
-6,932
2378
$3.74M ﹤0.01%
108,509
2379
$3.74M ﹤0.01%
156,108
-5,238
2380
$3.73M ﹤0.01%
121,122
-143,147
2381
$3.71M ﹤0.01%
203,458
+563
2382
$3.71M ﹤0.01%
46,586
+2,250
2383
$3.71M ﹤0.01%
65,113
+750
2384
$3.69M ﹤0.01%
67,563
-13,068
2385
$3.69M ﹤0.01%
141,169
+3,444
2386
$3.69M ﹤0.01%
44,230
-22,053
2387
$3.67M ﹤0.01%
121,629
+5,680
2388
$3.67M ﹤0.01%
75,530
+64,586
2389
$3.67M ﹤0.01%
160,818
-413,422
2390
$3.66M ﹤0.01%
233,162
+6,760
2391
$3.66M ﹤0.01%
5,083
-2,840
2392
$3.65M ﹤0.01%
279,858
-132,417
2393
$3.65M ﹤0.01%
21,168
+15,940
2394
$3.63M ﹤0.01%
301,662
+358
2395
$3.63M ﹤0.01%
223,751
+10,960
2396
$3.62M ﹤0.01%
732,961
+114,474
2397
$3.6M ﹤0.01%
166,518
-49,845
2398
$3.58M ﹤0.01%
559,788
+27,380
2399
$3.56M ﹤0.01%
116,196
+5,419
2400
$3.56M ﹤0.01%
80,223
-11,036