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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$2.04M ﹤0.01%
158,041
+9,005
2727
$2.03M ﹤0.01%
138,317
+7,425
2728
$2.03M ﹤0.01%
+94,089
2729
$2.03M ﹤0.01%
127,402
-78,865
2730
$2.02M ﹤0.01%
105,072
+62,763
2731
$2.02M ﹤0.01%
148,341
+2,168
2732
$2.02M ﹤0.01%
372,526
-10,127
2733
$2.02M ﹤0.01%
148,573
-2,151
2734
$2.02M ﹤0.01%
124,485
+33,429
2735
$2.01M ﹤0.01%
49,544
-13,936
2736
$2.01M ﹤0.01%
205,740
+3,554
2737
$2.01M ﹤0.01%
72,089
-4,882
2738
$2.01M ﹤0.01%
45,858
-18,224
2739
$2M ﹤0.01%
101,292
-566
2740
$2M ﹤0.01%
+26,576
2741
$1.99M ﹤0.01%
77,229
-6,406
2742
$1.99M ﹤0.01%
89,790
-7,507
2743
$1.99M ﹤0.01%
66,715
+2,661
2744
$1.99M ﹤0.01%
287,554
+1,494
2745
$1.98M ﹤0.01%
143,265
+7,938
2746
$1.98M ﹤0.01%
79,874
+9,742
2747
$1.98M ﹤0.01%
135,131
+5,214
2748
$1.97M ﹤0.01%
46,491
+1,462
2749
$1.97M ﹤0.01%
69,826
+4,182
2750
$1.97M ﹤0.01%
211,429
+41,798