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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$1.13M ﹤0.01%
41,534
+1,177
2577
$1.13M ﹤0.01%
19,043
+3,705
2578
$1.12M ﹤0.01%
4,756
-391
2579
$1.11M ﹤0.01%
67,465
+65,835
2580
$1.11M ﹤0.01%
31,094
+8,244
2581
$1.11M ﹤0.01%
28,136
-4,111
2582
$1.11M ﹤0.01%
86,263
+33,800
2583
$1.11M ﹤0.01%
40,917
+1,630
2584
$1.11M ﹤0.01%
21,052
-4,364
2585
$1.1M ﹤0.01%
54,227
+795
2586
$1.1M ﹤0.01%
88,265
+887
2587
$1.1M ﹤0.01%
86,116
+85,800
2588
$1.1M ﹤0.01%
9,254
+1,258
2589
$1.1M ﹤0.01%
42,243
+15,795
2590
$1.1M ﹤0.01%
168,761
+21,518
2591
$1.09M ﹤0.01%
46,792
+15,944
2592
$1.09M ﹤0.01%
107,932
+9,544
2593
$1.09M ﹤0.01%
73,420
+1,980
2594
$1.09M ﹤0.01%
70,660
+37,955
2595
$1.09M ﹤0.01%
14,025
-2,049
2596
$1.09M ﹤0.01%
15,736
+15,732
2597
$1.08M ﹤0.01%
54,526
-1,697,639
2598
$1.08M ﹤0.01%
65,794
+49,114
2599
$1.08M ﹤0.01%
74,108
+1,123
2600
$1.08M ﹤0.01%
76,641
-5,240