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
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1 +$797M
2 +$741M
3 +$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1 +$691M
2 +$522M
3 +$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$3.95M ﹤0.01%
127,488
-4,589
2452
$3.95M ﹤0.01%
101,454
+10,846
2453
$3.95M ﹤0.01%
483,525
-1,481
2454
$3.95M ﹤0.01%
61,658
-330
2455
$3.95M ﹤0.01%
62,938
-4,077
2456
$3.94M ﹤0.01%
122,344
-5,902
2457
$3.94M ﹤0.01%
95,533
+13,327
2458
$3.94M ﹤0.01%
2,358,189
+27,906
2459
$3.93M ﹤0.01%
213,906
-28,481
2460
$3.93M ﹤0.01%
33,169
-3,402
2461
$3.91M ﹤0.01%
213,417
+61,816
2462
$3.91M ﹤0.01%
285,004
-8,590
2463
$3.91M ﹤0.01%
63,331
-377,709
2464
$3.9M ﹤0.01%
233,621
+4,308
2465
$3.9M ﹤0.01%
73,987
-2,506
2466
$3.88M ﹤0.01%
214,640
-12,565
2467
$3.87M ﹤0.01%
45,949
+3,200
2468
$3.86M ﹤0.01%
650,616
+22,348
2469
$3.86M ﹤0.01%
1,057,517
-22,438
2470
$3.85M ﹤0.01%
146,219
-10,270
2471
$3.85M ﹤0.01%
135,127
+450
2472
$3.85M ﹤0.01%
135,078
-229,232
2473
$3.84M ﹤0.01%
75,671
-548
2474
$3.84M ﹤0.01%
27,034
-890
2475
$3.84M ﹤0.01%
84,488
-6,588