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
2601
$3.03M ﹤0.01%
58,914
+11,229
2602
$3.02M ﹤0.01%
175,324
+5,026
2603
$3.02M ﹤0.01%
233,558
+29,088
2604
$3.01M ﹤0.01%
186,304
+7,474
2605
$3.01M ﹤0.01%
84,011
-25,085
2606
$3.01M ﹤0.01%
39,954
+10,219
2607
$3.01M ﹤0.01%
1,476,704
+55,222
2608
$2.99M ﹤0.01%
189,161
-1,512
2609
$2.98M ﹤0.01%
161,248
+67,113
2610
$2.98M ﹤0.01%
408,401
-872,454
2611
$2.97M ﹤0.01%
130,875
-181,107
2612
$2.97M ﹤0.01%
79,727
-5,300
2613
$2.95M ﹤0.01%
156,490
+36,568
2614
$2.95M ﹤0.01%
34,633
+6,724
2615
$2.94M ﹤0.01%
375,241
+36,321
2616
$2.94M ﹤0.01%
76,622
+951
2617
$2.92M ﹤0.01%
252,153
+94,311
2618
$2.92M ﹤0.01%
115,460
+3,493
2619
$2.92M ﹤0.01%
41,259
+20,298
2620
$2.92M ﹤0.01%
44,875
-51,226
2621
$2.92M ﹤0.01%
179,433
-753,549
2622
$2.9M ﹤0.01%
117,781
-52,101
2623
$2.89M ﹤0.01%
51,504
-6,722
2624
$2.89M ﹤0.01%
313,279
+104,458
2625
$2.88M ﹤0.01%
72,095
+44,660