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
$370B
AUM Growth
+$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,999
New
Increased
Reduced
Closed

Top Buys

1 +$684M
2 +$367M
3 +$337M
4
TMO icon
Thermo Fisher Scientific
TMO
+$335M
5
ANET icon
Arista Networks
ANET
+$310M

Top Sells

1 +$986M
2 +$658M
3 +$570M
4
UPS icon
United Parcel Service
UPS
+$522M
5
ETN icon
Eaton
ETN
+$456M

Sector Composition

1 Technology 25.23%
2 Financials 10.48%
3 Healthcare 9.58%
4 Industrials 8.24%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.4B 4.17%
34,511,544
+97,075
2
$12.7B 3.43%
102,422,225
-3,129,715
3
$10.9B 2.95%
51,765,589
+3,245,281
4
$7.92B 2.14%
40,973,804
+1,329,150
5
$6.87B 1.86%
37,752,384
-47,003
6
$4.8B 1.3%
9,532,304
-15,040
7
$4.74B 1.28%
23,447,394
-165,878
8
$4.46B 1.21%
27,759,920
-2,408,590
9
$3.84B 1.04%
7,017,271
+54,693
10
$3.83B 1.04%
14,610,590
+345,829
11
$3.3B 0.89%
30,966,040
-4,207,230
12
$2.87B 0.78%
15,672,930
-243,749
13
$2.8B 0.76%
24,307,844
+2,457,269
14
$2.74B 0.74%
3,027,901
+22,392
15
$2.68B 0.72%
17,111,051
+501,969
16
$2.66B 0.72%
16,109,707
-560,949
17
$2.41B 0.65%
14,049,623
-154,584
18
$2.38B 0.64%
4,966,637
+338,494
19
$2.28B 0.62%
33,715,969
-1,650,884
20
$2.24B 0.61%
5,082,729
+71,569
21
$2.14B 0.58%
53,844,019
-1,395,589
22
$2.13B 0.58%
35,869,641
-1,639,034
23
$2.1B 0.57%
14,374,397
+754,200
24
$2.06B 0.56%
16,625,085
-346,147
25
$2.05B 0.56%
3,791,793
+190,118