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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$1.93M ﹤0.01%
185,680
-2,205
2827
$1.93M ﹤0.01%
51,150
+11,046
2828
$1.93M ﹤0.01%
62,196
-9,252
2829
$1.92M ﹤0.01%
74,158
+40,730
2830
$1.92M ﹤0.01%
+838,408
2831
$1.91M ﹤0.01%
115,648
-5,866
2832
$1.91M ﹤0.01%
21,363
-960
2833
$1.9M ﹤0.01%
101,866
+24,960
2834
$1.9M ﹤0.01%
165,246
+10,925
2835
$1.89M ﹤0.01%
293,229
+2,101
2836
$1.89M ﹤0.01%
40,678
+927
2837
$1.88M ﹤0.01%
+22,891
2838
$1.88M ﹤0.01%
43,268
-11,426
2839
$1.88M ﹤0.01%
+124,979
2840
$1.88M ﹤0.01%
88,532
-24,495
2841
$1.88M ﹤0.01%
153,238
-20,988
2842
$1.88M ﹤0.01%
101,533
-14,301
2843
$1.88M ﹤0.01%
95,096
+9,186
2844
$1.87M ﹤0.01%
232,128
-10,003
2845
$1.87M ﹤0.01%
119,860
-1,671
2846
$1.87M ﹤0.01%
211,879
-46,151
2847
$1.87M ﹤0.01%
122,998
+3,965
2848
$1.86M ﹤0.01%
36,170
-1,842
2849
$1.86M ﹤0.01%
62,742
-33,851
2850
$1.85M ﹤0.01%
22,270
+8,629