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
2951
$355K ﹤0.01%
9,660
+3,623
2952
$355K ﹤0.01%
21,077
-6,499
2953
$353K ﹤0.01%
3,326
+1,381
2954
$353K ﹤0.01%
10,824
+2,627
2955
$351K ﹤0.01%
33,351
+1,854
2956
$350K ﹤0.01%
15,940
+9,292
2957
$349K ﹤0.01%
2,760
-697
2958
$348K ﹤0.01%
7,366
2959
$348K ﹤0.01%
13,524
-57
2960
$348K ﹤0.01%
17,793
+7,189
2961
$345K ﹤0.01%
5,200
+242
2962
$345K ﹤0.01%
8,964
-79,806
2963
$342K ﹤0.01%
13,436
+10,500
2964
$341K ﹤0.01%
19,344
+2,703
2965
$341K ﹤0.01%
13,227
-179
2966
$341K ﹤0.01%
14,740
+3,696
2967
$340K ﹤0.01%
10,095
+1,447
2968
$340K ﹤0.01%
13,605
+9,390
2969
$340K ﹤0.01%
6,066
2970
$339K ﹤0.01%
73,166
+3,590
2971
$339K ﹤0.01%
7,015
+2,188
2972
$338K ﹤0.01%
30,680
+25,455
2973
$337K ﹤0.01%
13,916
-222,683
2974
$337K ﹤0.01%
13,545
-501
2975
$336K ﹤0.01%
8,462
+2,027