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
3026
$1.26M ﹤0.01%
8,855
+2,326
3027
$1.26M ﹤0.01%
84,984
+19,861
3028
$1.26M ﹤0.01%
109,059
+11,789
3029
$1.26M ﹤0.01%
24,697
-15,056
3030
$1.26M ﹤0.01%
87,019
+9,523
3031
$1.26M ﹤0.01%
160,538
-1,387,053
3032
$1.26M ﹤0.01%
46,242
-1,693
3033
$1.25M ﹤0.01%
793,469
+28,801
3034
$1.25M ﹤0.01%
+217,672
3035
$1.24M ﹤0.01%
38,639
+30,500
3036
$1.24M ﹤0.01%
68,268
-1,013
3037
$1.24M ﹤0.01%
127,737
-2,045
3038
$1.23M ﹤0.01%
24,298
-13,662
3039
$1.23M ﹤0.01%
336,068
+87,253
3040
$1.23M ﹤0.01%
69,418
-4,501
3041
$1.23M ﹤0.01%
56,277
+19,451
3042
$1.21M ﹤0.01%
22,408
+1,089
3043
$1.21M ﹤0.01%
30,064
-28,835
3044
$1.21M ﹤0.01%
24,206
-92,023
3045
$1.21M ﹤0.01%
+145,865
3046
$1.21M ﹤0.01%
116,066
+5,407
3047
$1.21M ﹤0.01%
998
+66
3048
$1.2M ﹤0.01%
10,534
+190
3049
$1.2M ﹤0.01%
38,916
-6,542,202
3050
$1.2M ﹤0.01%
127,637
-149,928