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
2751
$2.29M ﹤0.01%
424,036
+137,486
2752
$2.29M ﹤0.01%
57,227
+31,113
2753
$2.29M ﹤0.01%
32,849
+1,470
2754
$2.27M ﹤0.01%
362,187
+4,734
2755
$2.27M ﹤0.01%
39,363
-20,380
2756
$2.26M ﹤0.01%
181,726
-10,796
2757
$2.26M ﹤0.01%
176,844
-35,561
2758
$2.25M ﹤0.01%
77,631
+1,815
2759
$2.25M ﹤0.01%
105,014
-7,922
2760
$2.25M ﹤0.01%
125,881
-6,087
2761
$2.25M ﹤0.01%
72,760
+28,900
2762
$2.24M ﹤0.01%
235,489
+140,873
2763
$2.24M ﹤0.01%
55,124
+17,898
2764
$2.23M ﹤0.01%
91,298
-3,294
2765
$2.23M ﹤0.01%
44,241
-67,582
2766
$2.23M ﹤0.01%
75,071
-15,319
2767
$2.23M ﹤0.01%
61,742
+37,083
2768
$2.23M ﹤0.01%
66,680
-6,591
2769
$2.21M ﹤0.01%
68,490
-22,967
2770
$2.21M ﹤0.01%
216,827
+21,180
2771
$2.2M ﹤0.01%
68,032
+22,859
2772
$2.2M ﹤0.01%
351,576
+90,455
2773
$2.2M ﹤0.01%
36,279
+16,671
2774
$2.19M ﹤0.01%
30,713
-4,393
2775
$2.19M ﹤0.01%
111,582
-6,235