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
2626
$2.89M ﹤0.01%
165,875
-2,008
2627
$2.89M ﹤0.01%
83,650
+53,436
2628
$2.88M ﹤0.01%
+2,059,140
2629
$2.88M ﹤0.01%
2,361,728
+2,340,740
2630
$2.87M ﹤0.01%
298,712
+7,801
2631
$2.87M ﹤0.01%
326,812
+19,899
2632
$2.87M ﹤0.01%
36,018
-55,637
2633
$2.86M ﹤0.01%
224,957
-23,543
2634
$2.85M ﹤0.01%
150,269
+34,848
2635
$2.85M ﹤0.01%
71,594
+23,311
2636
$2.84M ﹤0.01%
257,812
-67,008
2637
$2.83M ﹤0.01%
125,743
+6,787
2638
$2.82M ﹤0.01%
92,990
+13,589
2639
$2.81M ﹤0.01%
307,548
+10,859
2640
$2.81M ﹤0.01%
130,172
-82,281
2641
$2.8M ﹤0.01%
229,494
-915
2642
$2.8M ﹤0.01%
99,043
-222,911
2643
$2.8M ﹤0.01%
182,379
+63,984
2644
$2.79M ﹤0.01%
152,511
-85,873
2645
$2.79M ﹤0.01%
27,731
+2,172
2646
$2.78M ﹤0.01%
169,523
-9,248
2647
$2.77M ﹤0.01%
468,328
+100,574
2648
$2.77M ﹤0.01%
220,365
+29,630
2649
$2.76M ﹤0.01%
54,378
+18,439
2650
$2.76M ﹤0.01%
109,056
-29,232