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
3201
$803K ﹤0.01%
+12,821
3202
$802K ﹤0.01%
54,038
+10,782
3203
$801K ﹤0.01%
96,101
-637
3204
$794K ﹤0.01%
89,438
+24,601
3205
$791K ﹤0.01%
210,310
+9,743
3206
$791K ﹤0.01%
76,237
+4,372
3207
$789K ﹤0.01%
41,815
-245,052
3208
$785K ﹤0.01%
81,902
+553
3209
$778K ﹤0.01%
+33,782
3210
$776K ﹤0.01%
+31,778
3211
$769K ﹤0.01%
24,845
3212
$767K ﹤0.01%
57,442
+2,814
3213
$767K ﹤0.01%
19,843
+165
3214
$760K ﹤0.01%
51,177
+757
3215
$759K ﹤0.01%
52,638
+4,406
3216
$758K ﹤0.01%
23,340
-985
3217
$756K ﹤0.01%
19,132
-18,948
3218
$753K ﹤0.01%
50,598
+2,198
3219
$752K ﹤0.01%
4,215
-45
3220
$751K ﹤0.01%
27,185
-18,544
3221
$747K ﹤0.01%
18,631
+899
3222
$746K ﹤0.01%
73,671
+63,145
3223
$744K ﹤0.01%
74,728
-3,902
3224
$744K ﹤0.01%
69,849
+45,172
3225
$744K ﹤0.01%
+205,417