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
3001
$307K ﹤0.01%
9,850
+596
3002
$306K ﹤0.01%
39,114
+2,232
3003
$306K ﹤0.01%
2,330
+407
3004
$306K ﹤0.01%
35,600
+20,200
3005
$306K ﹤0.01%
1,790
-15
3006
$305K ﹤0.01%
15,117
-6,133
3007
$305K ﹤0.01%
7,643
+218
3008
$304K ﹤0.01%
6,825
+1,931
3009
$304K ﹤0.01%
4,813
-24
3010
$302K ﹤0.01%
10,886
+1,674
3011
$302K ﹤0.01%
11,038
-646
3012
$300K ﹤0.01%
9,572
+2,714
3013
$300K ﹤0.01%
8,993
+166
3014
$300K ﹤0.01%
10,434
+8,163
3015
$299K ﹤0.01%
23,040
-25,960
3016
$299K ﹤0.01%
600
+423
3017
$298K ﹤0.01%
7,294
+5,255
3018
$297K ﹤0.01%
13,034
+1,842
3019
$297K ﹤0.01%
9,727
-799
3020
$296K ﹤0.01%
6,275
-46
3021
$295K ﹤0.01%
13,550
+2,550
3022
$295K ﹤0.01%
11,278
-45
3023
$294K ﹤0.01%
17,242
+750
3024
$294K ﹤0.01%
8,064
+1,119
3025
$293K ﹤0.01%
17,447
+2,161