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
2626
$2.88M ﹤0.01%
34,832
+10,228
2627
$2.88M ﹤0.01%
260,866
+45,395
2628
$2.88M ﹤0.01%
766,854
+23,090
2629
$2.88M ﹤0.01%
13,289
-148,201
2630
$2.87M ﹤0.01%
165,241
+11,206
2631
$2.87M ﹤0.01%
226,180
+88,710
2632
$2.85M ﹤0.01%
23,041
-949,775
2633
$2.85M ﹤0.01%
108,323
+7,986
2634
$2.85M ﹤0.01%
44,425
-7,009
2635
$2.85M ﹤0.01%
82,259
-3,649
2636
$2.84M ﹤0.01%
116,147
-214,242
2637
$2.84M ﹤0.01%
326,207
-34,581
2638
$2.83M ﹤0.01%
115,545
-980
2639
$2.82M ﹤0.01%
143,070
-2,694
2640
$2.82M ﹤0.01%
2,448,655
+90,466
2641
$2.81M ﹤0.01%
74,402
-6,783
2642
$2.81M ﹤0.01%
200,806
-11,084
2643
$2.8M ﹤0.01%
168,989
+45,572
2644
$2.79M ﹤0.01%
156,127
+17,920
2645
$2.77M ﹤0.01%
50,266
+1,921
2646
$2.76M ﹤0.01%
109,291
+2,575
2647
$2.76M ﹤0.01%
73,795
+64,817
2648
$2.76M ﹤0.01%
129,986
+6,838
2649
$2.76M ﹤0.01%
104,264
-160,981
2650
$2.75M ﹤0.01%
168,538
-12,299