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
$286B
AUM Growth
+$60.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,863
New
Increased
Reduced
Closed

Top Buys

1 +$691M
2 +$410M
3 +$403M
4
LMT icon
Lockheed Martin
LMT
+$385M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$311M

Top Sells

1 +$677M
2 +$504M
3 +$474M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$411M
5
MSFT icon
Microsoft
MSFT
+$396M

Sector Composition

1 Technology 15.67%
2 Financials 12.74%
3 Healthcare 11.15%
4 Consumer Discretionary 7.86%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$4M ﹤0.01%
134,254
+105,780
2427
$4M ﹤0.01%
152,791
+11,622
2428
$4M ﹤0.01%
431,444
-11,366
2429
$3.99M ﹤0.01%
111,977
-16,759
2430
$3.99M ﹤0.01%
223,445
+13,089
2431
$3.98M ﹤0.01%
79,227
-26,418
2432
$3.98M ﹤0.01%
46,071
+1,841
2433
$3.97M ﹤0.01%
36,740
-2,936
2434
$3.96M ﹤0.01%
203,862
+404
2435
$3.96M ﹤0.01%
78,142
-35,648
2436
$3.95M ﹤0.01%
158,160
+149,986
2437
$3.95M ﹤0.01%
84,311
-9,710
2438
$3.95M ﹤0.01%
89,774
-3,574
2439
$3.94M ﹤0.01%
+66,749
2440
$3.93M ﹤0.01%
117,051
-7,719
2441
$3.93M ﹤0.01%
81,591
+2,425
2442
$3.9M ﹤0.01%
65,156
-35,339
2443
$3.89M ﹤0.01%
116,668
+32,168
2444
$3.89M ﹤0.01%
103,489
-3,880
2445
$3.89M ﹤0.01%
705,752
-27,209
2446
$3.89M ﹤0.01%
156,838
-16,284
2447
$3.88M ﹤0.01%
47,906
+3,358
2448
$3.88M ﹤0.01%
99,182
+11,442
2449
$3.88M ﹤0.01%
547,349
-183,016
2450
$3.87M ﹤0.01%
184,043
+50,315