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
2526
$3.38M ﹤0.01%
149,356
+14,229
2527
$3.38M ﹤0.01%
340,451
+11,285
2528
$3.38M ﹤0.01%
144,890
+12,323
2529
$3.38M ﹤0.01%
144,653
-42,948
2530
$3.37M ﹤0.01%
67,905
+62,627
2531
$3.37M ﹤0.01%
142,044
-20,930
2532
$3.37M ﹤0.01%
186,314
+50,862
2533
$3.37M ﹤0.01%
159,178
+112,109
2534
$3.36M ﹤0.01%
60,024
+1,114
2535
$3.36M ﹤0.01%
320,472
-84,545
2536
$3.36M ﹤0.01%
149,220
+499
2537
$3.36M ﹤0.01%
82,399
-8,870
2538
$3.35M ﹤0.01%
90,499
-8,524
2539
$3.35M ﹤0.01%
12,615
-623
2540
$3.35M ﹤0.01%
197,964
-8,347
2541
$3.35M ﹤0.01%
62,521
-4,300
2542
$3.35M ﹤0.01%
100,816
-2,985
2543
$3.34M ﹤0.01%
727,546
+56,928
2544
$3.33M ﹤0.01%
90,100
+7,900
2545
$3.32M ﹤0.01%
294,544
+11,670
2546
$3.31M ﹤0.01%
65,594
+2,263
2547
$3.31M ﹤0.01%
419,095
-1,978,971
2548
$3.3M ﹤0.01%
276,041
-28,668
2549
$3.3M ﹤0.01%
67,573
-19,954
2550
$3.3M ﹤0.01%
83,086
+1,666