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
$174B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,152
New
Increased
Reduced
Closed

Top Buys

1 +$1.43B
2 +$658M
3 +$530M
4
MBLY
Mobileye N.V.
MBLY
+$389M
5
JNJ icon
Johnson & Johnson
JNJ
+$345M

Top Sells

1 +$1.26B
2 +$786M
3 +$600M
4
IYW icon
iShares US Technology ETF
IYW
+$569M
5
FAST icon
Fastenal
FAST
+$455M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.51%
3 Financials 13.23%
4 Consumer Discretionary 9.78%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.96M ﹤0.01%
+280,550
2452
$1.96M ﹤0.01%
38,155
2453
$1.96M ﹤0.01%
73,703
-890
2454
$1.95M ﹤0.01%
271,347
+96,651
2455
$1.93M ﹤0.01%
109,713
+4,831
2456
$1.92M ﹤0.01%
23,631
-150,704
2457
$1.92M ﹤0.01%
128,130
-44,395
2458
$1.92M ﹤0.01%
43,388
-56,554
2459
$1.92M ﹤0.01%
159,072
+92,134
2460
$1.92M ﹤0.01%
25,552
-72
2461
$1.92M ﹤0.01%
41,755
+1,093
2462
$1.91M ﹤0.01%
1,041
-63
2463
$1.9M ﹤0.01%
51,615
-2,769
2464
$1.9M ﹤0.01%
133,096
+122,421
2465
$1.89M ﹤0.01%
74,532
-1,149
2466
$1.89M ﹤0.01%
45,394
+1,941
2467
$1.89M ﹤0.01%
80,034
-65,276
2468
$1.89M ﹤0.01%
38,922
+23,130
2469
$1.88M ﹤0.01%
28,445
-4,850
2470
$1.88M ﹤0.01%
43,247
+17,294
2471
$1.88M ﹤0.01%
95,306
+4,910
2472
$1.87M ﹤0.01%
+42,662
2473
$1.86M ﹤0.01%
53,647
-376
2474
$1.85M ﹤0.01%
110,249
+3,352
2475
$1.85M ﹤0.01%
44,924
+3,462