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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$961K ﹤0.01%
12,069
+370
2727
$952K ﹤0.01%
45,663
+7,432
2728
$951K ﹤0.01%
9,794
-428,783
2729
$950K ﹤0.01%
8,965
+1,867
2730
$948K ﹤0.01%
66,930
+23,210
2731
$943K ﹤0.01%
86,173
+15,584
2732
$941K ﹤0.01%
56,631
+15,115
2733
$937K ﹤0.01%
135,636
+34,470
2734
$933K ﹤0.01%
+40,377
2735
$931K ﹤0.01%
42,986
+18,767
2736
$930K ﹤0.01%
23,261
-61
2737
$928K ﹤0.01%
71,522
+30,481
2738
$926K ﹤0.01%
17,516
+1,980
2739
$925K ﹤0.01%
91,625
-990
2740
$924K ﹤0.01%
78,693
-4,622
2741
$923K ﹤0.01%
49,095
+5,656
2742
$920K ﹤0.01%
34,654
-271,721
2743
$914K ﹤0.01%
46,374
+18
2744
$912K ﹤0.01%
285
-436
2745
$909K ﹤0.01%
29,730
+5,455
2746
$908K ﹤0.01%
+23,317
2747
$899K ﹤0.01%
223,632
-9,361
2748
$896K ﹤0.01%
161,038
+70,754
2749
$895K ﹤0.01%
14,665
+818
2750
$895K ﹤0.01%
73,997
+882