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
2851
$1.85M ﹤0.01%
276,186
-4,143
2852
$1.85M ﹤0.01%
15,142
-4,535
2853
$1.85M ﹤0.01%
45,945
-13,250
2854
$1.84M ﹤0.01%
35,780
-60,306
2855
$1.84M ﹤0.01%
117,560
+1,931
2856
$1.84M ﹤0.01%
89,632
+22,264
2857
$1.83M ﹤0.01%
245,270
+6,957
2858
$1.83M ﹤0.01%
20,247
+431
2859
$1.82M ﹤0.01%
67,294
-7,341
2860
$1.82M ﹤0.01%
128,597
-6,514
2861
$1.82M ﹤0.01%
175,162
-170,342
2862
$1.81M ﹤0.01%
133,428
-2,340
2863
$1.8M ﹤0.01%
20,743
+105
2864
$1.79M ﹤0.01%
432,544
-11,847
2865
$1.79M ﹤0.01%
87,866
+1,035
2866
$1.78M ﹤0.01%
71,763
-100
2867
$1.78M ﹤0.01%
128,233
+3,613
2868
$1.77M ﹤0.01%
44,934
+29,910
2869
$1.77M ﹤0.01%
96,446
+4,648
2870
$1.77M ﹤0.01%
12,364
-3,837
2871
$1.77M ﹤0.01%
133,434
-5,206
2872
$1.76M ﹤0.01%
145,382
-123,558
2873
$1.75M ﹤0.01%
117,462
-2,554
2874
$1.75M ﹤0.01%
141,612
+14,610
2875
$1.75M ﹤0.01%
20,022
+24