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
$334B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,048
New
Increased
Reduced
Closed

Top Buys

1 +$981M
2 +$618M
3 +$379M
4
BK icon
Bank of New York Mellon
BK
+$363M
5
CRH icon
CRH
CRH
+$294M

Top Sells

1 +$1.17B
2 +$446M
3 +$439M
4
MDT icon
Medtronic
MDT
+$410M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$391M

Sector Composition

1 Technology 23.31%
2 Financials 10.89%
3 Healthcare 10.04%
4 Industrials 8.77%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$4.29M ﹤0.01%
246,545
+4,295
2402
$4.27M ﹤0.01%
338,512
+13,260
2403
$4.27M ﹤0.01%
86,801
-7,703
2404
$4.27M ﹤0.01%
255,790
-49,134
2405
$4.27M ﹤0.01%
17,114
+289
2406
$4.25M ﹤0.01%
90,058
+11,836
2407
$4.25M ﹤0.01%
116,888
-43,501
2408
$4.24M ﹤0.01%
17,198
-1,558
2409
$4.23M ﹤0.01%
46,704
-7,422
2410
$4.23M ﹤0.01%
207,474
-5,658
2411
$4.21M ﹤0.01%
25,289
-1,153
2412
$4.21M ﹤0.01%
68,690
-27,171
2413
$4.2M ﹤0.01%
310,956
-17,696
2414
$4.2M ﹤0.01%
193,880
+35,470
2415
$4.19M ﹤0.01%
343,895
+1,947
2416
$4.19M ﹤0.01%
659,405
+172,830
2417
$4.18M ﹤0.01%
220,570
-6,667
2418
$4.17M ﹤0.01%
219,310
-18,170
2419
$4.15M ﹤0.01%
206,634
+150,434
2420
$4.14M ﹤0.01%
94,652
-9,117
2421
$4.14M ﹤0.01%
382,254
-30,945
2422
$4.13M ﹤0.01%
378,789
-9,178
2423
$4.13M ﹤0.01%
149,399
-3,573
2424
$4.12M ﹤0.01%
232,145
+25,412
2425
$4.12M ﹤0.01%
282,844
+2,818