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
3051
$1.01M ﹤0.01%
22,556
-1,809
3052
$1.01M ﹤0.01%
76,718
-348,799
3053
$1M ﹤0.01%
31,150
+90
3054
$1M ﹤0.01%
51,238
-1,599
3055
$1M ﹤0.01%
79,064
+633
3056
$998K ﹤0.01%
101,975
+34,916
3057
$997K ﹤0.01%
34,026
-2,290
3058
$994K ﹤0.01%
46,522
-3,249
3059
$993K ﹤0.01%
13,906
+6,415
3060
$991K ﹤0.01%
26,810
-1,136
3061
$991K ﹤0.01%
91,438
+2,902
3062
$987K ﹤0.01%
+21,761
3063
$987K ﹤0.01%
53,586
-211,451
3064
$985K ﹤0.01%
16,797
+700
3065
$982K ﹤0.01%
30,858
-4,342
3066
$979K ﹤0.01%
40,901
+15,523
3067
$975K ﹤0.01%
69,859
+24,086
3068
$972K ﹤0.01%
101,936
-1,057
3069
$969K ﹤0.01%
326,153
+1,222
3070
$967K ﹤0.01%
141,785
-9,891
3071
$967K ﹤0.01%
+73,567
3072
$966K ﹤0.01%
18,414
-9,631
3073
$963K ﹤0.01%
15,257
-6,691
3074
$963K ﹤0.01%
33,325
+17,310
3075
$961K ﹤0.01%
12,827
+592