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
2701
$2.53M ﹤0.01%
294,108
+179,297
2702
$2.52M ﹤0.01%
77,686
+9,020
2703
$2.51M ﹤0.01%
217,577
+65,830
2704
$2.51M ﹤0.01%
253,701
-173,586
2705
$2.51M ﹤0.01%
88,141
-2,869
2706
$2.51M ﹤0.01%
138,276
-5,847
2707
$2.5M ﹤0.01%
34,996
-2,915
2708
$2.5M ﹤0.01%
382,568
+38,748
2709
$2.5M ﹤0.01%
33,832
+3,234
2710
$2.5M ﹤0.01%
216,990
-174,394
2711
$2.49M ﹤0.01%
130,140
+93,692
2712
$2.49M ﹤0.01%
40,005
+29,250
2713
$2.48M ﹤0.01%
337,053
-111,351
2714
$2.48M ﹤0.01%
69,477
-41,000
2715
$2.48M ﹤0.01%
36,334
-73
2716
$2.47M ﹤0.01%
152,792
-8,090
2717
$2.47M ﹤0.01%
65,597
-6,727
2718
$2.47M ﹤0.01%
458,851
+17,333
2719
$2.46M ﹤0.01%
509,185
+243,204
2720
$2.46M ﹤0.01%
62,227
-4,430
2721
$2.46M ﹤0.01%
91,169
+14,593
2722
$2.44M ﹤0.01%
77,084
-524,294
2723
$2.44M ﹤0.01%
121,604
-3,052
2724
$2.44M ﹤0.01%
1,125,731
+41,328
2725
$2.44M ﹤0.01%
47,850
+8,732