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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.7M ﹤0.01%
14,996
+5,742
2477
$1.69M ﹤0.01%
41,462
+1,393
2478
$1.69M ﹤0.01%
76,239
+1,363
2479
$1.69M ﹤0.01%
68,585
+8,527
2480
$1.68M ﹤0.01%
69,130
-13,390
2481
$1.68M ﹤0.01%
28,183
+155
2482
$1.68M ﹤0.01%
81,436
+2,441
2483
$1.67M ﹤0.01%
71,073
+71,053
2484
$1.67M ﹤0.01%
198,298
+168,365
2485
$1.65M ﹤0.01%
104,115
+592
2486
$1.64M ﹤0.01%
47,836
-21,261
2487
$1.64M ﹤0.01%
7,717
-8,488
2488
$1.64M ﹤0.01%
10,679
+7,906
2489
$1.64M ﹤0.01%
83,577
-3,945
2490
$1.63M ﹤0.01%
17,365
+17,355
2491
$1.62M ﹤0.01%
129,609
+1,590
2492
$1.62M ﹤0.01%
112,537
+17,761
2493
$1.6M ﹤0.01%
196,129
+125,180
2494
$1.6M ﹤0.01%
65,225
+13,670
2495
$1.6M ﹤0.01%
+39,648
2496
$1.6M ﹤0.01%
67,705
+3,228
2497
$1.6M ﹤0.01%
119,787
-15,182
2498
$1.59M ﹤0.01%
33,010
+12,284
2499
$1.58M ﹤0.01%
32,792
-6,380
2500
$1.58M ﹤0.01%
13,060
+4,076