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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$1.08M ﹤0.01%
139,749
+39,850
3077
$1.08M ﹤0.01%
20,386
-300
3078
$1.07M ﹤0.01%
23,490
+1,139
3079
$1.07M ﹤0.01%
105,404
-25,854
3080
$1.07M ﹤0.01%
15,294
-173
3081
$1.07M ﹤0.01%
6,483
+4,776
3082
$1.07M ﹤0.01%
136,519
+8,361
3083
$1.06M ﹤0.01%
89,929
-3,333
3084
$1.06M ﹤0.01%
277,430
-12,444
3085
$1.06M ﹤0.01%
46,965
-650
3086
$1.06M ﹤0.01%
21,961
3087
$1.05M ﹤0.01%
21,827
+106
3088
$1.05M ﹤0.01%
34,991
-83,919
3089
$1.05M ﹤0.01%
40,903
-55,553
3090
$1.05M ﹤0.01%
56,307
+7,055
3091
$1.04M ﹤0.01%
27,667
+16,437
3092
$1.04M ﹤0.01%
11,470
-40,128
3093
$1.03M ﹤0.01%
101,493
+4,896
3094
$1.03M ﹤0.01%
150,979
+55,033
3095
$1.03M ﹤0.01%
18,098
-2,317
3096
$1.03M ﹤0.01%
51,800
-424
3097
$1.03M ﹤0.01%
171,126
-50,390
3098
$1.03M ﹤0.01%
60,998
+28,781
3099
$1.03M ﹤0.01%
103,565
+6,790
3100
$1.03M ﹤0.01%
38,877
+4,502