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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$529K ﹤0.01%
20,700
+19,400
2902
$527K ﹤0.01%
8,874
+2,821
2903
$527K ﹤0.01%
26,264
+22,859
2904
$526K ﹤0.01%
58,549
+9,523
2905
$525K ﹤0.01%
10,629
+102
2906
$523K ﹤0.01%
32,919
+1,384
2907
$522K ﹤0.01%
23,821
-16,681
2908
$522K ﹤0.01%
26,685
+3,158
2909
$517K ﹤0.01%
10,070
-8,550
2910
$517K ﹤0.01%
18,657
+3,962
2911
$516K ﹤0.01%
11,986
+4,024
2912
$514K ﹤0.01%
7,804
-84
2913
$514K ﹤0.01%
125,405
+36,105
2914
$514K ﹤0.01%
4,936
+462
2915
$513K ﹤0.01%
9,626
+5,237
2916
$509K ﹤0.01%
23,448
+2,684
2917
$507K ﹤0.01%
8,020
+7,420
2918
$507K ﹤0.01%
11,880
+10,882
2919
$505K ﹤0.01%
54,544
+30,509
2920
$504K ﹤0.01%
10,881
-530
2921
$502K ﹤0.01%
995
+395
2922
$501K ﹤0.01%
13,073
+12,912
2923
$501K ﹤0.01%
35,751
+34,801
2924
$498K ﹤0.01%
37,225
-11,156
2925
$496K ﹤0.01%
4,752
-174