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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$187M 0.08%
2,006,963
+525,564
252
$187M 0.08%
2,763,005
+406,283
253
$185M 0.08%
7,321,801
+281,092
254
$184M 0.08%
5,458,330
+823,330
255
$184M 0.08%
2,006,451
+19,659
256
$183M 0.08%
964,653
+135,348
257
$183M 0.08%
3,628,310
+117,856
258
$181M 0.08%
1,573,281
+950,039
259
$181M 0.08%
4,668,773
+421,943
260
$180M 0.08%
1,378,990
+83,933
261
$177M 0.08%
45,343,716
+25,539,404
262
$176M 0.08%
3,317,245
+665,932
263
$174M 0.07%
1,946,210
+99,962
264
$174M 0.07%
2,446,120
+247,440
265
$172M 0.07%
5,034,519
-1,900,435
266
$170M 0.07%
272,397
-16,695
267
$170M 0.07%
852,913
-74,670
268
$169M 0.07%
3,770,136
-187,347
269
$169M 0.07%
7,251,441
+74,253
270
$168M 0.07%
4,478,335
+97,131
271
$167M 0.07%
574,065
+81,171
272
$167M 0.07%
3,331,003
-451,365
273
$166M 0.07%
557,893
-96,592
274
$166M 0.07%
10,329,040
+4,941,806
275
$165M 0.07%
2,692,562
+842,094