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
2676
$2.66M ﹤0.01%
42,292
+1,643
2677
$2.65M ﹤0.01%
942,342
-115,175
2678
$2.64M ﹤0.01%
250,121
+31,993
2679
$2.64M ﹤0.01%
29,984
-8,047
2680
$2.62M ﹤0.01%
33,078
+10,164
2681
$2.62M ﹤0.01%
141,164
+12,892
2682
$2.62M ﹤0.01%
94,564
+34,192
2683
$2.62M ﹤0.01%
77,713
-151,278
2684
$2.61M ﹤0.01%
+1,879,174
2685
$2.61M ﹤0.01%
67,610
-105,219
2686
$2.61M ﹤0.01%
1,168,707
+293,044
2687
$2.61M ﹤0.01%
287,175
-15,944
2688
$2.61M ﹤0.01%
249,457
+1,322
2689
$2.6M ﹤0.01%
127,766
+8,693
2690
$2.6M ﹤0.01%
131,881
-6,324
2691
$2.6M ﹤0.01%
28,526
+1,285
2692
$2.6M ﹤0.01%
59,411
-3,527
2693
$2.6M ﹤0.01%
41,495
-2,760
2694
$2.59M ﹤0.01%
87,843
-4,268
2695
$2.58M ﹤0.01%
272,224
+41,187
2696
$2.58M ﹤0.01%
359,381
-94,865
2697
$2.57M ﹤0.01%
198,974
+2,589
2698
$2.56M ﹤0.01%
154,250
+11,618
2699
$2.56M ﹤0.01%
41,300
-162,023
2700
$2.55M ﹤0.01%
136,331
-359