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
2726
$2.44M ﹤0.01%
76,031
+58,143
2727
$2.43M ﹤0.01%
34,070
-21,075
2728
$2.43M ﹤0.01%
312,168
+102
2729
$2.42M ﹤0.01%
26,120
-1,094
2730
$2.42M ﹤0.01%
271,597
-81,653
2731
$2.42M ﹤0.01%
225,619
+25,650
2732
$2.41M ﹤0.01%
23,422
-34
2733
$2.41M ﹤0.01%
125,034
-943
2734
$2.41M ﹤0.01%
153,425
+60,149
2735
$2.4M ﹤0.01%
105,121
+13,118
2736
$2.39M ﹤0.01%
21,859
-2,942
2737
$2.39M ﹤0.01%
291,651
-859,402
2738
$2.38M ﹤0.01%
89,170
+13,829
2739
$2.37M ﹤0.01%
271,938
-36,489
2740
$2.37M ﹤0.01%
52,220
+10,404
2741
$2.37M ﹤0.01%
330,891
+46,370
2742
$2.36M ﹤0.01%
68,747
-2,940
2743
$2.35M ﹤0.01%
697,531
+19,947
2744
$2.34M ﹤0.01%
223,116
-215,814
2745
$2.33M ﹤0.01%
285,804
-117,323
2746
$2.33M ﹤0.01%
263,368
+54,002
2747
$2.32M ﹤0.01%
36,218
-12,770
2748
$2.31M ﹤0.01%
242,996
+74,953
2749
$2.31M ﹤0.01%
45,847
+38,867
2750
$2.3M ﹤0.01%
31,834
-35,150