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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$474K ﹤0.01%
+16,836
2652
$474K ﹤0.01%
+25,974
2653
$473K ﹤0.01%
+7,351
2654
$470K ﹤0.01%
+15,214
2655
$469K ﹤0.01%
+46,232
2656
$469K ﹤0.01%
+68,501
2657
$468K ﹤0.01%
+74,901
2658
$466K ﹤0.01%
+20,221
2659
$465K ﹤0.01%
+18,015
2660
$463K ﹤0.01%
+25,791
2661
$463K ﹤0.01%
+22,044
2662
$458K ﹤0.01%
+59,972
2663
$456K ﹤0.01%
+14,273
2664
$453K ﹤0.01%
+10,942
2665
$453K ﹤0.01%
+40,925
2666
$452K ﹤0.01%
+5,070
2667
$450K ﹤0.01%
+16,218
2668
$444K ﹤0.01%
+8,506
2669
$441K ﹤0.01%
+9,108
2670
$439K ﹤0.01%
+8,508
2671
$439K ﹤0.01%
+6,031
2672
$439K ﹤0.01%
+10,726
2673
$437K ﹤0.01%
+20,701
2674
$433K ﹤0.01%
+22,001
2675
$433K ﹤0.01%
+39,679