Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

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
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,885
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$377M
3 +$363M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$363M
5
HAL icon
Halliburton
HAL
+$346M

Top Sells

1 +$833M
2 +$383M
3 +$352M
4
NXPI icon
NXP Semiconductors
NXPI
+$326M
5
EA icon
Electronic Arts
EA
+$262M

Sector Composition

1 Technology 15.26%
2 Financials 14%
3 Healthcare 11.93%
4 Consumer Discretionary 9.08%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.11B 2.06%
114,221,704
-7,172,632
2
$3.82B 1.91%
55,466,893
-1,107,395
3
$3.25B 1.62%
35,513,118
+3,526,937
4
$3.16B 1.58%
20,914,911
-397,324
5
$2.56B 1.28%
21,810,198
-258,058
6
$2.36B 1.18%
17,860,047
+771,039
7
$2.29B 1.14%
58,727,524
-988,848
8
$2.09B 1.05%
45,038,360
-1,173,820
9
$2.03B 1.02%
87,041,770
+13,386,950
10
$2.01B 1%
41,427,400
+1,075,840
11
$1.93B 0.96%
60,437,799
-1,742,791
12
$1.81B 0.91%
63,501,013
+7,440,131
13
$1.78B 0.89%
13,900,849
+3,890,172
14
$1.64B 0.82%
6,789,851
-3,444,910
15
$1.6B 0.8%
17,074,742
-784,659
16
$1.59B 0.79%
50,737,438
-1,779,824
17
$1.55B 0.78%
20,802,163
+1,040,839
18
$1.55B 0.78%
34,078,860
-2,552,160
19
$1.54B 0.77%
23,026,897
-325,059
20
$1.49B 0.75%
18,460,434
+353,561
21
$1.49B 0.75%
26,868,003
+125,774
22
$1.47B 0.73%
12,699,308
+306,675
23
$1.4B 0.7%
22,935,337
+26,519
24
$1.4B 0.7%
8,254,480
+798,053
25
$1.31B 0.66%
12,558,663
+455,902