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
2576
$3.16M ﹤0.01%
167,818
+28,150
2577
$3.16M ﹤0.01%
52,941
+23,133
2578
$3.16M ﹤0.01%
72,348
+12,038
2579
$3.16M ﹤0.01%
129,813
-5,158
2580
$3.16M ﹤0.01%
78,856
+1,786
2581
$3.15M ﹤0.01%
46,012
+600
2582
$3.14M ﹤0.01%
111,401
+2,713
2583
$3.14M ﹤0.01%
2,553,895
-77,220
2584
$3.14M ﹤0.01%
60,355
+2,756
2585
$3.14M ﹤0.01%
112,643
+3,877
2586
$3.13M ﹤0.01%
99,234
+54,815
2587
$3.12M ﹤0.01%
58,249
-17,707
2588
$3.12M ﹤0.01%
198,758
-23,141
2589
$3.12M ﹤0.01%
100,281
-387,409
2590
$3.12M ﹤0.01%
143,040
+105,190
2591
$3.11M ﹤0.01%
51,376
-4,522
2592
$3.1M ﹤0.01%
99,673
-6,999
2593
$3.09M ﹤0.01%
143,367
-10,664
2594
$3.07M ﹤0.01%
137,344
-34,009
2595
$3.07M ﹤0.01%
447,924
+32,255
2596
$3.07M ﹤0.01%
965,805
-592
2597
$3.07M ﹤0.01%
167,908
-6,780
2598
$3.06M ﹤0.01%
159,465
-619
2599
$3.06M ﹤0.01%
503,939
+17,980
2600
$3.06M ﹤0.01%
329,243
-36,579