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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$1.49M ﹤0.01%
208,340
+4,158
2952
$1.49M ﹤0.01%
274,635
+13,247
2953
$1.49M ﹤0.01%
45,146
+37,909
2954
$1.49M ﹤0.01%
402,706
+32,844
2955
$1.48M ﹤0.01%
121,108
+8,048
2956
$1.47M ﹤0.01%
36,213
-201
2957
$1.46M ﹤0.01%
82,530
+8,403
2958
$1.44M ﹤0.01%
45,503
+986
2959
$1.43M ﹤0.01%
22,433
-624
2960
$1.43M ﹤0.01%
103,000
+10,506
2961
$1.42M ﹤0.01%
109,816
-67,033
2962
$1.42M ﹤0.01%
34,175
-4,968
2963
$1.42M ﹤0.01%
60,516
-5,662
2964
$1.42M ﹤0.01%
70,534
-5,563
2965
$1.42M ﹤0.01%
+440,995
2966
$1.42M ﹤0.01%
108,200
-26,750
2967
$1.41M ﹤0.01%
13,585
-659
2968
$1.41M ﹤0.01%
105,549
+12,664
2969
$1.41M ﹤0.01%
27,938
-304,909
2970
$1.4M ﹤0.01%
422,307
-65,452
2971
$1.4M ﹤0.01%
153,424
+36
2972
$1.4M ﹤0.01%
45,190
-2,930
2973
$1.39M ﹤0.01%
72,839
+61,198
2974
$1.38M ﹤0.01%
51,457
+1,651
2975
$1.38M ﹤0.01%
130,284
-5,117