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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$147M 0.06%
2,441,156
+356,758
302
$146M 0.06%
3,884,193
-4,538,592
303
$145M 0.06%
762,536
+379,843
304
$145M 0.06%
2,775,075
+460,681
305
$145M 0.06%
2,875,342
-72,398
306
$144M 0.06%
616,289
-58,572
307
$144M 0.06%
146,009
+44,970
308
$142M 0.06%
1,310,004
+242,851
309
$142M 0.06%
2,226,749
+1,445,250
310
$140M 0.06%
4,032,176
+39,878
311
$139M 0.06%
6,268,451
+2,803,805
312
$139M 0.06%
7,386,689
+459,948
313
$138M 0.06%
2,899,181
+130,473
314
$138M 0.06%
1,079,305
+31,834
315
$138M 0.06%
2,933,212
+267,844
316
$137M 0.06%
625,895
-34,334
317
$137M 0.06%
6,492,421
+260,690
318
$137M 0.06%
3,006,206
+1,083,609
319
$136M 0.06%
564,927
-17,372
320
$136M 0.06%
4,244,858
+1,381,910
321
$135M 0.06%
2,452,142
-131,020
322
$133M 0.06%
2,622,070
-131,407
323
$132M 0.06%
5,025,990
+11,975
324
$132M 0.06%
621,443
+268,511
325
$132M 0.06%
512,739
-18,834