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
2526
$1.49M ﹤0.01%
16,722
+986
2527
$1.47M ﹤0.01%
125,157
+11,000
2528
$1.47M ﹤0.01%
118,494
+330
2529
$1.47M ﹤0.01%
180,035
-6,178
2530
$1.47M ﹤0.01%
74,050
+66,575
2531
$1.47M ﹤0.01%
54,475
+12,232
2532
$1.47M ﹤0.01%
83,144
+73,495
2533
$1.46M ﹤0.01%
18,918
+41
2534
$1.46M ﹤0.01%
66,148
-618
2535
$1.46M ﹤0.01%
122,363
+10,525
2536
$1.46M ﹤0.01%
30,435
+5,174
2537
$1.45M ﹤0.01%
51,090
+2,340
2538
$1.45M ﹤0.01%
35,701
+177
2539
$1.45M ﹤0.01%
95,382
+5,659
2540
$1.45M ﹤0.01%
+191,273
2541
$1.44M ﹤0.01%
614,300
+118,367
2542
$1.44M ﹤0.01%
59,857
+13,065
2543
$1.43M ﹤0.01%
65,276
+63,092
2544
$1.43M ﹤0.01%
28,144
+2,852
2545
$1.43M ﹤0.01%
101,136
+15,020
2546
$1.43M ﹤0.01%
51,345
-10,400
2547
$1.42M ﹤0.01%
27,174
+26,394
2548
$1.42M ﹤0.01%
65,704
-90
2549
$1.42M ﹤0.01%
116,973
+104,433
2550
$1.41M ﹤0.01%
41,277
-83