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
2701
$2.51M ﹤0.01%
26,141
+442
2702
$2.5M ﹤0.01%
111,185
-566
2703
$2.5M ﹤0.01%
+36,258
2704
$2.5M ﹤0.01%
160,371
+48,309
2705
$2.49M ﹤0.01%
566,912
+77,899
2706
$2.49M ﹤0.01%
+55,000
2707
$2.49M ﹤0.01%
43,851
-36,083
2708
$2.49M ﹤0.01%
34,141
-2,799
2709
$2.49M ﹤0.01%
75,772
-5,366
2710
$2.48M ﹤0.01%
44,500
-2,919
2711
$2.48M ﹤0.01%
62,331
-480
2712
$2.47M ﹤0.01%
397,953
-3,729
2713
$2.47M ﹤0.01%
+41,951
2714
$2.47M ﹤0.01%
183,835
-38,384
2715
$2.46M ﹤0.01%
23,692
-16,559
2716
$2.46M ﹤0.01%
137,405
-2,047
2717
$2.46M ﹤0.01%
165,769
-2,341
2718
$2.46M ﹤0.01%
218,824
-107,080
2719
$2.46M ﹤0.01%
43,870
-9,303
2720
$2.45M ﹤0.01%
311,415
-70,650
2721
$2.44M ﹤0.01%
124,250
-42,914
2722
$2.44M ﹤0.01%
181,399
-71,084
2723
$2.44M ﹤0.01%
210,737
+69,960
2724
$2.44M ﹤0.01%
113,925
-2,894
2725
$2.44M ﹤0.01%
58,177
-11,974