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
3176
$732K ﹤0.01%
57,405
-24,770
3177
$731K ﹤0.01%
30,374
-70
3178
$731K ﹤0.01%
153,957
+42,245
3179
$729K ﹤0.01%
16,456
-1,127
3180
$728K ﹤0.01%
18,350
-3,157
3181
$727K ﹤0.01%
49,596
+15,258
3182
$727K ﹤0.01%
28,111
-1,303
3183
$726K ﹤0.01%
40,605
-217,448
3184
$723K ﹤0.01%
28,213
-4,605
3185
$720K ﹤0.01%
258,235
+36,677
3186
$718K ﹤0.01%
12,264
3187
$718K ﹤0.01%
34,195
-5,650
3188
$718K ﹤0.01%
13,406
-5,793
3189
$717K ﹤0.01%
229,956
-8,113
3190
$715K ﹤0.01%
2,023
-2,187
3191
$714K ﹤0.01%
70,994
-183,679
3192
$713K ﹤0.01%
17,789
-229
3193
$708K ﹤0.01%
45,642
-1,695
3194
$708K ﹤0.01%
86,887
-4,796
3195
$707K ﹤0.01%
60,063
+857
3196
$706K ﹤0.01%
69,533
+3,653
3197
$701K ﹤0.01%
47,625
-15,805
3198
$696K ﹤0.01%
+146,625
3199
$695K ﹤0.01%
17,994
-918
3200
$694K ﹤0.01%
12,907
-3,661