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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$725K ﹤0.01%
28,360
+2,300
2752
$720K ﹤0.01%
26,626
+7,593
2753
$717K ﹤0.01%
15,098
+171
2754
$717K ﹤0.01%
25,531
-4,951
2755
$715K ﹤0.01%
39,709
-251,507
2756
$714K ﹤0.01%
24,468
+4,503
2757
$708K ﹤0.01%
26,363
+921
2758
$705K ﹤0.01%
23,005
+115
2759
$697K ﹤0.01%
101,166
-21,960
2760
$696K ﹤0.01%
24,605
+12,655
2761
$696K ﹤0.01%
40,615
+3,966
2762
$696K ﹤0.01%
13,180
+899
2763
$694K ﹤0.01%
17,264
+11,326
2764
$687K ﹤0.01%
19,242
+214
2765
$687K ﹤0.01%
73,115
-3,126
2766
$687K ﹤0.01%
32,713
-294
2767
$686K ﹤0.01%
23,342
+148
2768
$685K ﹤0.01%
20,389
+7,539
2769
$685K ﹤0.01%
18,620
+3,750
2770
$684K ﹤0.01%
31,550
+11,096
2771
$682K ﹤0.01%
25,554
+13,093
2772
$682K ﹤0.01%
22,717
-28,603
2773
$680K ﹤0.01%
39,163
+10,118
2774
$676K ﹤0.01%
18,905
+985
2775
$673K ﹤0.01%
41,516
+10,919