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
2526
$3.53M ﹤0.01%
131,527
-3,772
2527
$3.51M ﹤0.01%
490,589
+305,225
2528
$3.5M ﹤0.01%
118,798
-181,548
2529
$3.49M ﹤0.01%
692,391
+13,615
2530
$3.46M ﹤0.01%
35,155
-8,606
2531
$3.45M ﹤0.01%
196,121
-16,310
2532
$3.45M ﹤0.01%
48,929
-565
2533
$3.43M ﹤0.01%
161,172
+37,090
2534
$3.42M ﹤0.01%
198,361
+1,665
2535
$3.42M ﹤0.01%
25,595
-3,699
2536
$3.41M ﹤0.01%
247,087
-7,611
2537
$3.41M ﹤0.01%
390,272
-794,143
2538
$3.41M ﹤0.01%
175,334
-9,151
2539
$3.41M ﹤0.01%
475,601
-45,716
2540
$3.4M ﹤0.01%
7,743
+3,090
2541
$3.4M ﹤0.01%
235,783
-1,942
2542
$3.39M ﹤0.01%
73,891
-50,749
2543
$3.39M ﹤0.01%
66,157
+7,172
2544
$3.39M ﹤0.01%
183,628
-889,490
2545
$3.38M ﹤0.01%
266,743
+3,276
2546
$3.37M ﹤0.01%
79,960
+16,248
2547
$3.36M ﹤0.01%
116,382
-188,839
2548
$3.33M ﹤0.01%
274,174
-10,265
2549
$3.33M ﹤0.01%
107,608
-25,947
2550
$3.32M ﹤0.01%
259,956
-103,651