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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$350M 0.09%
2,262,846
+118,922
227
$349M 0.09%
5,135,322
+4,981,747
228
$348M 0.09%
3,613,201
+8,802
229
$338M 0.09%
5,658,144
-683,827
230
$335M 0.09%
1,381,957
-170,158
231
$335M 0.09%
4,043,180
+490,469
232
$334M 0.09%
9,959,115
-786,455
233
$328M 0.09%
3,055,114
-2,246,859
234
$327M 0.09%
5,389,860
-1,079,202
235
$326M 0.09%
13,106,916
+431,781
236
$326M 0.09%
8,193,685
+2,469,718
237
$325M 0.09%
6,667,521
+2,339,887
238
$321M 0.09%
3,459,143
-33,058
239
$321M 0.09%
1,321,174
-379,062
240
$320M 0.09%
7,906,087
-762,590
241
$317M 0.09%
4,302,088
+829,024
242
$313M 0.08%
3,012,097
+60,645
243
$308M 0.08%
1,597,517
+68,935
244
$306M 0.08%
3,206,385
-1,158,285
245
$306M 0.08%
24,658,308
-3,912,811
246
$304M 0.08%
1,129,573
-63,924
247
$303M 0.08%
1,520,553
-416,825
248
$302M 0.08%
4,598,268
-100,213
249
$301M 0.08%
3,930,880
+145,566
250
$297M 0.08%
4,207,563
-292,685