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
2876
$484K ﹤0.01%
18,085
+16,100
2877
$484K ﹤0.01%
6,709
+827
2878
$483K ﹤0.01%
12,234
+1,582
2879
$481K ﹤0.01%
18,225
-6,318
2880
$472K ﹤0.01%
17,127
+375
2881
$470K ﹤0.01%
23,583
+3,188
2882
$468K ﹤0.01%
36,584
+9,145
2883
$463K ﹤0.01%
19,523
+2,143
2884
$461K ﹤0.01%
18,335
+15,150
2885
$461K ﹤0.01%
8,286
-1,316
2886
$460K ﹤0.01%
9,201
+2,124
2887
$460K ﹤0.01%
17,592
+1,155
2888
$459K ﹤0.01%
9,700
+10
2889
$458K ﹤0.01%
23,843
-3,743
2890
$458K ﹤0.01%
+23,574
2891
$457K ﹤0.01%
16,603
+2,283
2892
$457K ﹤0.01%
2,234
-4,553
2893
$455K ﹤0.01%
27,426
+12,624
2894
$451K ﹤0.01%
20,598
+15,588
2895
$449K ﹤0.01%
4,474
-3
2896
$448K ﹤0.01%
16,372
-6,898
2897
$445K ﹤0.01%
16,126
-2,566
2898
$439K ﹤0.01%
10,330
+367
2899
$437K ﹤0.01%
52,992
+12,548
2900
$433K ﹤0.01%
20,764
+440