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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$128K ﹤0.01%
+5,814
3027
$128K ﹤0.01%
+6,659
3028
$128K ﹤0.01%
+8,008
3029
$128K ﹤0.01%
+2,150
3030
$128K ﹤0.01%
+11,110
3031
$128K ﹤0.01%
+6,247
3032
$127K ﹤0.01%
+5,508
3033
$127K ﹤0.01%
+2,484
3034
$127K ﹤0.01%
+5,002
3035
$126K ﹤0.01%
+7,339
3036
$126K ﹤0.01%
+6,321
3037
$126K ﹤0.01%
+4,835
3038
$126K ﹤0.01%
+7,297
3039
$126K ﹤0.01%
+4,175
3040
$124K ﹤0.01%
+4,947
3041
$123K ﹤0.01%
+6,897
3042
$122K ﹤0.01%
+6,174
3043
$122K ﹤0.01%
+1,833
3044
$122K ﹤0.01%
+7,587
3045
$122K ﹤0.01%
+4,493
3046
$122K ﹤0.01%
+19,201
3047
$121K ﹤0.01%
+33,933
3048
$121K ﹤0.01%
+2,640
3049
$121K ﹤0.01%
+19,140
3050
$120K ﹤0.01%
+6,153