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
$168B
AUM Growth
-$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,109
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$355M
3 +$274M
4
PSA icon
Public Storage
PSA
+$263M
5
CRM icon
Salesforce
CRM
+$220M

Top Sells

1 +$595M
2 +$405M
3 +$358M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$352M
5
META icon
Meta Platforms (Facebook)
META
+$293M

Sector Composition

1 Technology 15.22%
2 Healthcare 14.31%
3 Financials 12.81%
4 Consumer Discretionary 9.39%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.7M ﹤0.01%
130,124
+21,997
2452
$1.69M ﹤0.01%
55,914
+590
2453
$1.69M ﹤0.01%
+87,370
2454
$1.69M ﹤0.01%
89,466
+5,828
2455
$1.68M ﹤0.01%
+52,692
2456
$1.68M ﹤0.01%
56,447
+15,897
2457
$1.68M ﹤0.01%
80,302
-100,497
2458
$1.67M ﹤0.01%
117,250
+24,019
2459
$1.67M ﹤0.01%
141,589
+13,995
2460
$1.66M ﹤0.01%
54,344
-3,248
2461
$1.66M ﹤0.01%
126,416
+1,946
2462
$1.66M ﹤0.01%
62,300
+1,215
2463
$1.65M ﹤0.01%
+88,271
2464
$1.64M ﹤0.01%
26,507
+3,650
2465
$1.64M ﹤0.01%
232,657
+3,011
2466
$1.64M ﹤0.01%
141,350
+2,107
2467
$1.64M ﹤0.01%
92,823
+35,678
2468
$1.63M ﹤0.01%
44,338
+25,013
2469
$1.63M ﹤0.01%
189,036
+7,229
2470
$1.62M ﹤0.01%
314
+81
2471
$1.62M ﹤0.01%
+26,916
2472
$1.62M ﹤0.01%
56,313
+34,485
2473
$1.62M ﹤0.01%
181,390
-15,687
2474
$1.61M ﹤0.01%
51,300
-90,875
2475
$1.6M ﹤0.01%
33,820
+2,228