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
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$4.99M ﹤0.01%
151,356
-8,208
2402
$4.98M ﹤0.01%
50,973
-26,623
2403
$4.98M ﹤0.01%
329,961
+11,201
2404
$4.97M ﹤0.01%
162,422
+28
2405
$4.96M ﹤0.01%
52,997
+37,133
2406
$4.95M ﹤0.01%
172,585
-633,508
2407
$4.94M ﹤0.01%
115,441
-2,418
2408
$4.93M ﹤0.01%
125,027
+38,021
2409
$4.93M ﹤0.01%
192,050
+19,891
2410
$4.9M ﹤0.01%
315,919
-44,681
2411
$4.88M ﹤0.01%
61,856
-19,770
2412
$4.88M ﹤0.01%
112,414
+70,569
2413
$4.88M ﹤0.01%
69,605
-84
2414
$4.86M ﹤0.01%
35,206
-12,681
2415
$4.86M ﹤0.01%
233,653
+44,009
2416
$4.85M ﹤0.01%
60,761
+2,942
2417
$4.84M ﹤0.01%
11,861
-9,333
2418
$4.84M ﹤0.01%
189,707
-4,621
2419
$4.83M ﹤0.01%
38,269
-12,799
2420
$4.83M ﹤0.01%
197,574
-2,012
2421
$4.83M ﹤0.01%
109,926
-1,379
2422
$4.8M ﹤0.01%
357,346
-4,568
2423
$4.8M ﹤0.01%
+171,916
2424
$4.79M ﹤0.01%
198,614
-1,386
2425
$4.79M ﹤0.01%
234,593
+4,014