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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$340K ﹤0.01%
17,787
-85,011
3052
$340K ﹤0.01%
14,141
+914
3053
$339K ﹤0.01%
6,431
-395
3054
$334K ﹤0.01%
12,644
-11,185
3055
$334K ﹤0.01%
12,939
+3,039
3056
$331K ﹤0.01%
14,558
+4,625
3057
$331K ﹤0.01%
13,565
+6,476
3058
$328K ﹤0.01%
6,260
+1,912
3059
$327K ﹤0.01%
8,868
+406
3060
$325K ﹤0.01%
57,172
+56,580
3061
$325K ﹤0.01%
7,532
-3,507
3062
$325K ﹤0.01%
6,394
+1,194
3063
$323K ﹤0.01%
11,671
+5,282
3064
$323K ﹤0.01%
3,876
+487
3065
$323K ﹤0.01%
1,264
+80
3066
$322K ﹤0.01%
39,420
+306
3067
$322K ﹤0.01%
13,675
+2,300
3068
$321K ﹤0.01%
44,266
+651
3069
$319K ﹤0.01%
10,476
+816
3070
$318K ﹤0.01%
2,966
+916
3071
$318K ﹤0.01%
17,436
-3,141
3072
$317K ﹤0.01%
850
3073
$316K ﹤0.01%
7,341
+4,368
3074
$314K ﹤0.01%
9,524
+2,001
3075
$314K ﹤0.01%
19,884
-2,651