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
$183B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$444M
2 +$432M
3 +$342M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$289M
5
COST icon
Costco
COST
+$284M

Top Sells

1 +$298M
2 +$275M
3 +$272M
4
MDT icon
Medtronic
MDT
+$237M
5
PSA icon
Public Storage
PSA
+$228M

Sector Composition

1 Technology 15.19%
2 Financials 14.8%
3 Healthcare 11.77%
4 Industrials 8.7%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$2.38M ﹤0.01%
117,711
-291,434
2402
$2.38M ﹤0.01%
58,685
+1,225
2403
$2.36M ﹤0.01%
47,384
+7,534
2404
$2.36M ﹤0.01%
126,780
+3,800
2405
$2.36M ﹤0.01%
93,791
+19,374
2406
$2.35M ﹤0.01%
39,936
+5,571
2407
$2.35M ﹤0.01%
61,542
+39,672
2408
$2.35M ﹤0.01%
67,559
-69,646
2409
$2.35M ﹤0.01%
50,584
-1,561
2410
$2.34M ﹤0.01%
45,010
2411
$2.33M ﹤0.01%
98,490
+935
2412
$2.33M ﹤0.01%
66,726
-8,526
2413
$2.33M ﹤0.01%
66,946
-42
2414
$2.33M ﹤0.01%
34,385
+316
2415
$2.33M ﹤0.01%
34,943
-19,864
2416
$2.33M ﹤0.01%
19,433
+11,129
2417
$2.31M ﹤0.01%
294,247
-54,990
2418
$2.3M ﹤0.01%
47,901
+570
2419
$2.3M ﹤0.01%
+96,788
2420
$2.3M ﹤0.01%
95,066
+2,170
2421
$2.29M ﹤0.01%
91,006
-678
2422
$2.28M ﹤0.01%
37,258
-1,418
2423
$2.28M ﹤0.01%
148,579
-628
2424
$2.27M ﹤0.01%
121,412
+34,705
2425
$2.27M ﹤0.01%
32,628
-137