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
2851
$1.92M ﹤0.01%
276,274
+49,707
2852
$1.92M ﹤0.01%
167,963
+19,217
2853
$1.92M ﹤0.01%
32,026
+20,171
2854
$1.92M ﹤0.01%
89,473
+19,286
2855
$1.91M ﹤0.01%
160,198
+16,083
2856
$1.91M ﹤0.01%
85,550
-3,954
2857
$1.9M ﹤0.01%
53,815
-2,369
2858
$1.9M ﹤0.01%
71,199
-755,257
2859
$1.89M ﹤0.01%
35,572
-1,449
2860
$1.89M ﹤0.01%
193,152
-13,540
2861
$1.89M ﹤0.01%
107,542
+3,447
2862
$1.88M ﹤0.01%
125,611
-160,546
2863
$1.88M ﹤0.01%
282,847
-16,658
2864
$1.87M ﹤0.01%
308,631
-10,581
2865
$1.87M ﹤0.01%
110,483
+65,502
2866
$1.87M ﹤0.01%
16,016
-2,222
2867
$1.87M ﹤0.01%
87,870
+22,245
2868
$1.86M ﹤0.01%
74,645
-60,573
2869
$1.86M ﹤0.01%
31,217
-1,622
2870
$1.86M ﹤0.01%
18,531
-17,762
2871
$1.84M ﹤0.01%
24,077
+107
2872
$1.84M ﹤0.01%
78,388
-21,600
2873
$1.84M ﹤0.01%
355,329
+223,952
2874
$1.83M ﹤0.01%
52,586
+19,186
2875
$1.82M ﹤0.01%
47,930
+3,911