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
3151
$779K ﹤0.01%
56,456
-405,671
3152
$778K ﹤0.01%
21,026
+105
3153
$777K ﹤0.01%
72,711
+12,882
3154
$776K ﹤0.01%
38,595
3155
$775K ﹤0.01%
153,192
+14,736
3156
$774K ﹤0.01%
39,466
-413
3157
$773K ﹤0.01%
96,785
-44,654
3158
$771K ﹤0.01%
29,160
-32,089
3159
$767K ﹤0.01%
+105,338
3160
$764K ﹤0.01%
+385,573
3161
$762K ﹤0.01%
+19,118
3162
$762K ﹤0.01%
21,075
-585
3163
$759K ﹤0.01%
35,311
+937
3164
$756K ﹤0.01%
68,415
+26,659
3165
$756K ﹤0.01%
48,600
+11,216
3166
$755K ﹤0.01%
9,792
-9,501
3167
$754K ﹤0.01%
+38,607
3168
$751K ﹤0.01%
189,513
-4,941
3169
$749K ﹤0.01%
44,428
+240
3170
$745K ﹤0.01%
20,108
-7,905
3171
$743K ﹤0.01%
+68,542
3172
$741K ﹤0.01%
5,741
+2,562
3173
$741K ﹤0.01%
74,155
-78,482
3174
$736K ﹤0.01%
10,602
-1,425
3175
$735K ﹤0.01%
15,212
+249