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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$259K ﹤0.01%
27,114
-11,896
3077
$259K ﹤0.01%
6,913
-1,599
3078
$258K ﹤0.01%
51,284
-2,846
3079
$258K ﹤0.01%
9,092
+1,656
3080
$258K ﹤0.01%
12,100
-5,500
3081
$257K ﹤0.01%
4,674
-29,680
3082
$257K ﹤0.01%
5,904
+632
3083
$256K ﹤0.01%
15,849
-102
3084
$255K ﹤0.01%
+12,598
3085
$255K ﹤0.01%
9,900
+2,741
3086
$254K ﹤0.01%
10,327
-1,356
3087
$254K ﹤0.01%
2,206
-230
3088
$250K ﹤0.01%
69,013
+30,367
3089
$250K ﹤0.01%
6,782
+3
3090
$248K ﹤0.01%
6,408
-5,169
3091
$247K ﹤0.01%
4,389
+3,205
3092
$247K ﹤0.01%
11,002
+2,675
3093
$246K ﹤0.01%
12,792
+3,500
3094
$245K ﹤0.01%
5,461
-985
3095
$244K ﹤0.01%
6,155
-21,932
3096
$243K ﹤0.01%
9,829
+723
3097
$242K ﹤0.01%
37,000
-12,000
3098
$242K ﹤0.01%
13,794
+4,681
3099
$242K ﹤0.01%
10,998
+4,127
3100
$240K ﹤0.01%
8,454
+2,132