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
2951
$1.26M ﹤0.01%
134,517
+2,060
2952
$1.26M ﹤0.01%
48,381
-27,575
2953
$1.26M ﹤0.01%
70,856
-551
2954
$1.26M ﹤0.01%
143,246
-10,327
2955
$1.26M ﹤0.01%
55,065
-82,926
2956
$1.25M ﹤0.01%
163,229
-1,705
2957
$1.25M ﹤0.01%
107,840
+5,835
2958
$1.25M ﹤0.01%
30,181
-46,058
2959
$1.25M ﹤0.01%
75,017
+2,532
2960
$1.25M ﹤0.01%
502,353
+101
2961
$1.25M ﹤0.01%
98,097
+6,141
2962
$1.25M ﹤0.01%
134,973
-33,244
2963
$1.24M ﹤0.01%
305,520
-3,192
2964
$1.24M ﹤0.01%
111,142
+994
2965
$1.24M ﹤0.01%
51,803
-3,465
2966
$1.24M ﹤0.01%
+14,850
2967
$1.24M ﹤0.01%
28,190
+1,788
2968
$1.23M ﹤0.01%
26,830
-10,414
2969
$1.23M ﹤0.01%
5,752
+261
2970
$1.23M ﹤0.01%
80,424
+294
2971
$1.23M ﹤0.01%
77,369
+14,234
2972
$1.21M ﹤0.01%
+47,917
2973
$1.21M ﹤0.01%
127,655
-1,410
2974
$1.21M ﹤0.01%
36,958
+3,381
2975
$1.21M ﹤0.01%
56,785