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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$1.46M ﹤0.01%
38,013
+625
2977
$1.45M ﹤0.01%
138,497
+41,124
2978
$1.45M ﹤0.01%
124,581
-435
2979
$1.45M ﹤0.01%
49,309
-2,777
2980
$1.44M ﹤0.01%
190,288
+4,549
2981
$1.44M ﹤0.01%
110,114
-55,987
2982
$1.44M ﹤0.01%
93,775
-53,874
2983
$1.44M ﹤0.01%
13,173
+3,911
2984
$1.43M ﹤0.01%
79,300
-200
2985
$1.43M ﹤0.01%
134,618
+14,971
2986
$1.42M ﹤0.01%
51,837
+11,369
2987
$1.41M ﹤0.01%
73,204
+6,953
2988
$1.41M ﹤0.01%
37,664
+11,886
2989
$1.4M ﹤0.01%
37,837
+9,791
2990
$1.4M ﹤0.01%
160,304
+75,308
2991
$1.4M ﹤0.01%
18,871
-125
2992
$1.39M ﹤0.01%
12,569
-4,396
2993
$1.39M ﹤0.01%
62,547
+28,264
2994
$1.39M ﹤0.01%
213,735
-5,437
2995
$1.38M ﹤0.01%
35,701
+18,916
2996
$1.38M ﹤0.01%
225,392
-34,155
2997
$1.38M ﹤0.01%
231,925
-2,815
2998
$1.38M ﹤0.01%
85,252
+30,900
2999
$1.38M ﹤0.01%
80,509
+10,374
3000
$1.38M ﹤0.01%
139,057
-2,850