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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2.77M ﹤0.01%
+63,236
2602
$2.77M ﹤0.01%
170,669
+13,939
2603
$2.76M ﹤0.01%
101,597
+4,835
2604
$2.76M ﹤0.01%
81,434
+69,618
2605
$2.76M ﹤0.01%
153,959
-29,089
2606
$2.76M ﹤0.01%
112,609
-79,925
2607
$2.75M ﹤0.01%
49,591
-619
2608
$2.75M ﹤0.01%
1,772,193
+575,622
2609
$2.74M ﹤0.01%
57,134
+8,916
2610
$2.74M ﹤0.01%
97,817
-6,863
2611
$2.74M ﹤0.01%
166,438
+93,221
2612
$2.73M ﹤0.01%
78,050
-61,033
2613
$2.73M ﹤0.01%
84,534
+350
2614
$2.73M ﹤0.01%
59,437
-142
2615
$2.73M ﹤0.01%
65,557
-18,345
2616
$2.73M ﹤0.01%
97,585
-7,285
2617
$2.71M ﹤0.01%
162,274
+118,827
2618
$2.7M ﹤0.01%
53,836
+24,853
2619
$2.7M ﹤0.01%
227,637
-111,213
2620
$2.69M ﹤0.01%
57,141
-1,286
2621
$2.69M ﹤0.01%
37,071
-2,219
2622
$2.69M ﹤0.01%
143,805
+7,623
2623
$2.67M ﹤0.01%
300,805
+91,446
2624
$2.67M ﹤0.01%
537,165
+11,418
2625
$2.67M ﹤0.01%
525,934
-91,774