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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$1.08M ﹤0.01%
20,700
+12,600
3102
$1.07M ﹤0.01%
91,448
-13,077
3103
$1.06M ﹤0.01%
100,821
+9,040
3104
$1.06M ﹤0.01%
+24,618
3105
$1.05M ﹤0.01%
106,238
-16,838
3106
$1.05M ﹤0.01%
75,112
-152
3107
$1.05M ﹤0.01%
69,374
+2,996
3108
$1.05M ﹤0.01%
9,428
-2,975
3109
$1.05M ﹤0.01%
62,887
-38,852
3110
$1.05M ﹤0.01%
96,906
-2,060
3111
$1.04M ﹤0.01%
98,709
+5,071
3112
$1.04M ﹤0.01%
9,492
-326
3113
$1.03M ﹤0.01%
176,824
+36,182
3114
$1.03M ﹤0.01%
261,912
-5,620
3115
$1.03M ﹤0.01%
+10,695
3116
$1.02M ﹤0.01%
85,936
+32,296
3117
$1.02M ﹤0.01%
28,296
-943
3118
$1.02M ﹤0.01%
109,551
-100,129
3119
$1.02M ﹤0.01%
220,043
+70,900
3120
$1.02M ﹤0.01%
50,577
-7,454
3121
$1.01M ﹤0.01%
22,496
-1,869
3122
$1.01M ﹤0.01%
17,950
+5,898
3123
$1M ﹤0.01%
51,358
+14,497
3124
$1M ﹤0.01%
21,898
+519
3125
$1M ﹤0.01%
4,390
+1,978