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
2476
$3.63M ﹤0.01%
61,417
-241
2477
$3.63M ﹤0.01%
301,808
-25,434
2478
$3.63M ﹤0.01%
172,604
+11,724
2479
$3.61M ﹤0.01%
73,797
-1,141,840
2480
$3.6M ﹤0.01%
515,055
+21,531
2481
$3.6M ﹤0.01%
148,064
+38,619
2482
$3.6M ﹤0.01%
96,326
+90,616
2483
$3.6M ﹤0.01%
100,859
-60,988
2484
$3.59M ﹤0.01%
177,382
-9,853
2485
$3.58M ﹤0.01%
89,093
+27,818
2486
$3.56M ﹤0.01%
273,100
+40,972
2487
$3.56M ﹤0.01%
42,437
-306
2488
$3.55M ﹤0.01%
216,682
+3,266
2489
$3.55M ﹤0.01%
42,019
+22,171
2490
$3.54M ﹤0.01%
154,138
-4,108
2491
$3.54M ﹤0.01%
66,465
+19,853
2492
$3.53M ﹤0.01%
22,216
-7,697
2493
$3.53M ﹤0.01%
844,047
+62,592
2494
$3.52M ﹤0.01%
26,541
-493
2495
$3.52M ﹤0.01%
100,804
-6,152
2496
$3.51M ﹤0.01%
+101,054
2497
$3.51M ﹤0.01%
65,054
-7,195
2498
$3.51M ﹤0.01%
28,050
-1,233
2499
$3.51M ﹤0.01%
353,125
+26,000
2500
$3.5M ﹤0.01%
548,110
+23,609