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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$3.67M ﹤0.01%
72,506
-5,424
2502
$3.67M ﹤0.01%
1,149,544
-63,426
2503
$3.66M ﹤0.01%
127,272
+44,520
2504
$3.65M ﹤0.01%
206,880
+176,573
2505
$3.65M ﹤0.01%
244,502
-8,255
2506
$3.64M ﹤0.01%
257,511
-2,835
2507
$3.63M ﹤0.01%
266,110
-2,317
2508
$3.63M ﹤0.01%
78,561
-672
2509
$3.62M ﹤0.01%
309,850
-16,254
2510
$3.62M ﹤0.01%
80,734
-8,059
2511
$3.62M ﹤0.01%
99,914
+30,052
2512
$3.61M ﹤0.01%
245,136
-2,921
2513
$3.6M ﹤0.01%
58,300
+3,373
2514
$3.59M ﹤0.01%
145,903
+29,094
2515
$3.59M ﹤0.01%
106,811
+9,994
2516
$3.57M ﹤0.01%
85,343
+79,173
2517
$3.57M ﹤0.01%
141,642
-18,550
2518
$3.57M ﹤0.01%
304,238
+17,331
2519
$3.56M ﹤0.01%
266,487
+13,949
2520
$3.56M ﹤0.01%
210,594
+56,821
2521
$3.56M ﹤0.01%
59,624
-1,612
2522
$3.55M ﹤0.01%
162,716
+75,430
2523
$3.55M ﹤0.01%
257,794
-34,579
2524
$3.54M ﹤0.01%
364,535
-6,441
2525
$3.53M ﹤0.01%
190,826
-7,517