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
2501
$3.49M ﹤0.01%
1,704,674
+349,842
2502
$3.48M ﹤0.01%
55,230
-1,300
2503
$3.48M ﹤0.01%
150,917
+39,522
2504
$3.48M ﹤0.01%
103,624
+11,274
2505
$3.47M ﹤0.01%
88,333
-1,429
2506
$3.46M ﹤0.01%
89,210
+14,371
2507
$3.46M ﹤0.01%
98,729
-20,305
2508
$3.46M ﹤0.01%
+58,122
2509
$3.46M ﹤0.01%
154,129
+4,282
2510
$3.45M ﹤0.01%
100,694
+16,994
2511
$3.44M ﹤0.01%
59,650
+2,589
2512
$3.44M ﹤0.01%
183,146
+4,060
2513
$3.44M ﹤0.01%
234,851
-12,239
2514
$3.43M ﹤0.01%
241,419
-22,234
2515
$3.43M ﹤0.01%
2,835,281
+207,327
2516
$3.42M ﹤0.01%
32,447
-43,607
2517
$3.41M ﹤0.01%
36,871
+3,352
2518
$3.4M ﹤0.01%
194,184
-3,471
2519
$3.4M ﹤0.01%
110,286
-8,505
2520
$3.4M ﹤0.01%
128,906
+1,051
2521
$3.4M ﹤0.01%
121,787
-18,500
2522
$3.39M ﹤0.01%
89,353
-13,234
2523
$3.39M ﹤0.01%
42,924
-2,007
2524
$3.38M ﹤0.01%
195,769
-69,681
2525
$3.38M ﹤0.01%
392,138
-420,554