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
3076
$944K ﹤0.01%
+78,352
3077
$940K ﹤0.01%
116,790
-2,213
3078
$940K ﹤0.01%
+246,552
3079
$932K ﹤0.01%
8,215
-1,171
3080
$930K ﹤0.01%
18,523
-12,153
3081
$929K ﹤0.01%
24,131
-97
3082
$929K ﹤0.01%
158,447
+4,450
3083
$924K ﹤0.01%
43,034
-25,841
3084
$910K ﹤0.01%
13,012
+245
3085
$910K ﹤0.01%
35,035
-2,580
3086
$907K ﹤0.01%
+22,914
3087
$904K ﹤0.01%
20,525
+1,800
3088
$904K ﹤0.01%
224,040
-75,370
3089
$903K ﹤0.01%
69,121
-797
3090
$903K ﹤0.01%
150,942
-6,468
3091
$903K ﹤0.01%
122,136
+38,808
3092
$901K ﹤0.01%
9,235
+985
3093
$901K ﹤0.01%
14,206
-519
3094
$899K ﹤0.01%
33,928
-16,720
3095
$896K ﹤0.01%
95,621
-22,038
3096
$895K ﹤0.01%
18,550
3097
$894K ﹤0.01%
132,110
-1,372
3098
$889K ﹤0.01%
117,966
-8,412
3099
$889K ﹤0.01%
64,478
+2,937
3100
$888K ﹤0.01%
48,013
+7,673