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
2551
$3.29M ﹤0.01%
308,958
+16,382
2552
$3.28M ﹤0.01%
149,199
-9,650
2553
$3.28M ﹤0.01%
47,177
+20,737
2554
$3.26M ﹤0.01%
16,173
-8,531
2555
$3.26M ﹤0.01%
646,192
+63,129
2556
$3.23M ﹤0.01%
226,984
+8,035
2557
$3.23M ﹤0.01%
+40,033
2558
$3.23M ﹤0.01%
50,435
-1,139
2559
$3.23M ﹤0.01%
381,466
+23,183
2560
$3.23M ﹤0.01%
79,084
-12,568
2561
$3.23M ﹤0.01%
586,561
-64,055
2562
$3.23M ﹤0.01%
105,731
+21,231
2563
$3.22M ﹤0.01%
436,512
-382,435
2564
$3.22M ﹤0.01%
79,467
+64,295
2565
$3.22M ﹤0.01%
61,808
-28,284
2566
$3.21M ﹤0.01%
337,828
+38,508
2567
$3.21M ﹤0.01%
+149,168
2568
$3.21M ﹤0.01%
56,806
-21,353
2569
$3.2M ﹤0.01%
64,482
+921
2570
$3.19M ﹤0.01%
124,852
-151,873
2571
$3.18M ﹤0.01%
54,783
+6,791
2572
$3.17M ﹤0.01%
46,234
+7,524
2573
$3.17M ﹤0.01%
153,503
+64,134
2574
$3.16M ﹤0.01%
295,183
+10,179
2575
$3.16M ﹤0.01%
146,300
+129,276