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
$363B
AUM Growth
+$29.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,024
New
Increased
Reduced
Closed

Top Buys

1 +$847M
2 +$674M
3 +$603M
4
AMAT icon
Applied Materials
AMAT
+$420M
5
EBAY icon
eBay
EBAY
+$406M

Top Sells

1 +$739M
2 +$448M
3 +$433M
4
MRVL icon
Marvell Technology
MRVL
+$384M
5
QCOM icon
Qualcomm
QCOM
+$357M

Sector Composition

1 Technology 23.22%
2 Financials 10.85%
3 Healthcare 9.88%
4 Industrials 8.86%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.5B 3.99%
34,414,469
+247,586
2
$9.54B 2.62%
105,551,940
+144,780
3
$8.32B 2.29%
48,520,308
+1,195,678
4
$7.15B 1.97%
39,644,654
+3,344,423
5
$5.7B 1.57%
37,799,387
+995,061
6
$4.73B 1.3%
23,613,272
-100,060
7
$4.64B 1.28%
9,547,344
+1,744,894
8
$4B 1.1%
30,168,510
-2,585,230
9
$3.98B 1.1%
14,264,761
-198,941
10
$3.66B 1.01%
6,962,578
-88,062
11
$3.42B 0.94%
35,173,270
-7,603,650
12
$2.71B 0.74%
16,670,656
+1,331,493
13
$2.62B 0.72%
16,609,082
+527,547
14
$2.59B 0.71%
14,204,207
+12,090
15
$2.54B 0.7%
21,850,575
+957,070
16
$2.42B 0.67%
15,916,679
+204,812
17
$2.41B 0.66%
5,011,160
-54,604
18
$2.34B 0.64%
3,005,509
-145,947
19
$2.24B 0.62%
16,971,232
+557,932
20
$2.18B 0.6%
50,397,657
-3,162,818
21
$2.17B 0.6%
37,508,675
-1,907,698
22
$2.16B 0.59%
5,635,687
-49,249
23
$2.15B 0.59%
13,620,197
+1,095,354
24
$2.14B 0.59%
12,638,012
-2,104,911
25
$2.13B 0.59%
35,366,853
-3,760,668