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
3001
$1.14M ﹤0.01%
34,369
+10,024
3002
$1.13M ﹤0.01%
32,581
-663
3003
$1.13M ﹤0.01%
68,780
+29,500
3004
$1.13M ﹤0.01%
61,674
+7,077
3005
$1.12M ﹤0.01%
113,900
3006
$1.12M ﹤0.01%
+38,022
3007
$1.11M ﹤0.01%
87,216
+1,985
3008
$1.11M ﹤0.01%
54,778
-599
3009
$1.11M ﹤0.01%
24,318
-2,862
3010
$1.11M ﹤0.01%
282,200
-60,496
3011
$1.1M ﹤0.01%
121,719
+90,822
3012
$1.1M ﹤0.01%
12,441
-5,669
3013
$1.1M ﹤0.01%
62,252
+38,126
3014
$1.1M ﹤0.01%
39,207
-1,034
3015
$1.09M ﹤0.01%
+22,195
3016
$1.09M ﹤0.01%
+66,165
3017
$1.08M ﹤0.01%
13,372
+75
3018
$1.08M ﹤0.01%
10,064
-996
3019
$1.08M ﹤0.01%
113,633
-64,240
3020
$1.08M ﹤0.01%
87,593
+7,358
3021
$1.08M ﹤0.01%
81,636
+3,113
3022
$1.07M ﹤0.01%
66,370
-481
3023
$1.07M ﹤0.01%
17,793
-238
3024
$1.07M ﹤0.01%
9,953
+1,217
3025
$1.06M ﹤0.01%
60,760
-22,076