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
$200B
AUM Growth
-$86.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,902
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$416M
3 +$270M
4
LRCX icon
Lam Research
LRCX
+$249M
5
LOW icon
Lowe's Companies
LOW
+$231M

Top Sells

1 +$475M
2 +$355M
3 +$307M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$301M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$280M

Sector Composition

1 Technology 17.07%
2 Financials 12.97%
3 Healthcare 12.18%
4 Consumer Discretionary 8.39%
5 Industrials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$2.67M ﹤0.01%
69,850
+12,500
2452
$2.66M ﹤0.01%
17,448
-882
2453
$2.65M ﹤0.01%
113,416
2454
$2.65M ﹤0.01%
522,967
-8,254
2455
$2.64M ﹤0.01%
157,886
-8,720
2456
$2.63M ﹤0.01%
258,303
-115,549
2457
$2.63M ﹤0.01%
95,354
+538
2458
$2.63M ﹤0.01%
557,521
-3,380
2459
$2.63M ﹤0.01%
165,915
-15,514
2460
$2.63M ﹤0.01%
64,784
+15,063
2461
$2.62M ﹤0.01%
94,114
+510
2462
$2.62M ﹤0.01%
67,160
+16,153
2463
$2.62M ﹤0.01%
92,963
-370
2464
$2.61M ﹤0.01%
37,792
+14,272
2465
$2.61M ﹤0.01%
58,398
+275
2466
$2.61M ﹤0.01%
68,393
-280
2467
$2.61M ﹤0.01%
+58,134
2468
$2.6M ﹤0.01%
101,802
-139,536
2469
$2.6M ﹤0.01%
137,365
+9,455
2470
$2.59M ﹤0.01%
112,707
+4,601
2471
$2.59M ﹤0.01%
151,075
-273
2472
$2.59M ﹤0.01%
17,653
-125
2473
$2.58M ﹤0.01%
334,449
+2,485
2474
$2.58M ﹤0.01%
110,224
+291
2475
$2.58M ﹤0.01%
+133,173