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
2776
$671K ﹤0.01%
23,829
+11,230
2777
$670K ﹤0.01%
54,384
+6,819
2778
$669K ﹤0.01%
250
-10
2779
$669K ﹤0.01%
22,474
+2,117
2780
$667K ﹤0.01%
173,176
-108,997
2781
$666K ﹤0.01%
18,565
-11,245
2782
$666K ﹤0.01%
57,990
+8,014
2783
$664K ﹤0.01%
14,723
+515
2784
$664K ﹤0.01%
22,964
+22,664
2785
$658K ﹤0.01%
31,899
+2,307
2786
$657K ﹤0.01%
14,940
-3,440
2787
$656K ﹤0.01%
70,949
+70,243
2788
$651K ﹤0.01%
36,705
+23
2789
$647K ﹤0.01%
56,815
+8,168
2790
$640K ﹤0.01%
24,631
+6,054
2791
$639K ﹤0.01%
103,237
-5,644
2792
$639K ﹤0.01%
154,159
+29,698
2793
$638K ﹤0.01%
+48,381
2794
$636K ﹤0.01%
54,326
+7,621
2795
$635K ﹤0.01%
85,440
+1,903
2796
$630K ﹤0.01%
60,645
+60,295
2797
$627K ﹤0.01%
8,315
-99
2798
$624K ﹤0.01%
15,314
+1,756
2799
$616K ﹤0.01%
19,365
+13,136
2800
$614K ﹤0.01%
70,590
-22,995