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
2576
$3.16M ﹤0.01%
631,956
+90,051
2577
$3.16M ﹤0.01%
210,494
+197,946
2578
$3.15M ﹤0.01%
140,688
+19,515
2579
$3.15M ﹤0.01%
323,152
-23,231
2580
$3.15M ﹤0.01%
94,178
+1,529
2581
$3.15M ﹤0.01%
653,165
-14,945
2582
$3.14M ﹤0.01%
40,419
-7,026
2583
$3.14M ﹤0.01%
2,471,827
+90,285
2584
$3.13M ﹤0.01%
194,368
-9,029
2585
$3.13M ﹤0.01%
279,873
+56,432
2586
$3.12M ﹤0.01%
325,373
+46,386
2587
$3.12M ﹤0.01%
121,821
+13,533
2588
$3.1M ﹤0.01%
812,185
-17,772
2589
$3.09M ﹤0.01%
52,477
+1,265
2590
$3.07M ﹤0.01%
494,816
+3,022
2591
$3.06M ﹤0.01%
209,152
-8,486
2592
$3.06M ﹤0.01%
104,197
+5,319
2593
$3.05M ﹤0.01%
163,433
-1,042
2594
$3.04M ﹤0.01%
53,289
+12,965
2595
$3.04M ﹤0.01%
178,312
+39,750
2596
$3.04M ﹤0.01%
79,856
-4,632
2597
$3.04M ﹤0.01%
307,702
-50,705
2598
$3.04M ﹤0.01%
44,426
-105,766
2599
$3.03M ﹤0.01%
96,481
-2,216
2600
$3.03M ﹤0.01%
196,320
+884