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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$1.48M ﹤0.01%
82,078
-1,871
2877
$1.48M ﹤0.01%
18,583
-191
2878
$1.48M ﹤0.01%
258,707
+12,990
2879
$1.47M ﹤0.01%
69,846
+18,283
2880
$1.47M ﹤0.01%
160,918
+4,576
2881
$1.47M ﹤0.01%
23,330
-13,963
2882
$1.47M ﹤0.01%
114,416
+6,919
2883
$1.47M ﹤0.01%
20,907
-44,497
2884
$1.47M ﹤0.01%
41,104
+2,001
2885
$1.46M ﹤0.01%
208,321
+11,241
2886
$1.46M ﹤0.01%
24,474
-48,029
2887
$1.45M ﹤0.01%
90,633
-2,783
2888
$1.45M ﹤0.01%
20,254
-4,585
2889
$1.45M ﹤0.01%
60,191
+26,518
2890
$1.45M ﹤0.01%
97,990
+3,159
2891
$1.45M ﹤0.01%
54,373
-2,792
2892
$1.45M ﹤0.01%
24,151
-1,233
2893
$1.43M ﹤0.01%
57,660
+2,491
2894
$1.43M ﹤0.01%
62,848
-70,752
2895
$1.43M ﹤0.01%
480,509
+7,096
2896
$1.43M ﹤0.01%
85,056
+12,002
2897
$1.42M ﹤0.01%
69,552
+10,268
2898
$1.42M ﹤0.01%
110,791
-1,723
2899
$1.42M ﹤0.01%
265,300
-22,886
2900
$1.42M ﹤0.01%
39,754
+367