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
$292B
AUM Growth
+$21.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$491M
3 +$427M
4
PG icon
Procter & Gamble
PG
+$419M
5
PH icon
Parker-Hannifin
PH
+$276M

Top Sells

1 +$345M
2 +$341M
3 +$332M
4
TGT icon
Target
TGT
+$329M
5
CRM icon
Salesforce
CRM
+$313M

Sector Composition

1 Technology 19.58%
2 Healthcare 12.51%
3 Financials 11.68%
4 Industrials 8.8%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.72B 2.99%
36,358,578
+333,019
2
$6.66B 2.28%
51,261,115
-246,629
3
$3.19B 1.09%
36,213,207
-242,948
4
$3.09B 1.06%
17,469,728
-1,714,223
5
$3.07B 1.05%
36,498,404
+845,495
6
$3.01B 1.03%
22,414,557
-596,189
7
$2.93B 1%
19,307,237
+2,763,567
8
$2.88B 0.99%
51,437,830
+917,390
9
$2.65B 0.91%
14,786,907
-318,267
10
$2.32B 0.79%
7,347,488
+12,346
11
$2.26B 0.78%
20,531,726
-2,131,696
12
$2.25B 0.77%
47,245,863
+3,221,466
13
$2.19B 0.75%
4,125,798
-520,731
14
$2.14B 0.73%
13,254,107
+224,116
15
$2.12B 0.73%
5,512,370
-15,125
16
$2.11B 0.72%
10,129,785
-65,472
17
$2.1B 0.72%
18,938,314
-218,769
18
$2.09B 0.72%
49,825,630
-4,335,220
19
$2.02B 0.69%
5,815,715
+129,493
20
$2.01B 0.69%
60,537,389
-1,937,536
21
$1.96B 0.67%
5,370,721
-932,998
22
$1.91B 0.66%
54,692,455
+6,779,480
23
$1.82B 0.62%
44,118,776
+573,215
24
$1.77B 0.61%
8,536,105
-544,766
25
$1.73B 0.59%
9,976,571
+155,095