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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$146K ﹤0.01%
2,880
-1,427
3252
$146K ﹤0.01%
9,004
+191
3253
$144K ﹤0.01%
2,344
-306
3254
$144K ﹤0.01%
11,200
-15
3255
$143K ﹤0.01%
10,305
-4,450
3256
$143K ﹤0.01%
3,397
+65
3257
$143K ﹤0.01%
7,815
-4,435
3258
$142K ﹤0.01%
736
+103
3259
$142K ﹤0.01%
5,492
+592
3260
$141K ﹤0.01%
5,911
+322
3261
$141K ﹤0.01%
3,469
+2,307
3262
$141K ﹤0.01%
5,298
-465
3263
$141K ﹤0.01%
5,428
-115,448
3264
$140K ﹤0.01%
3,641
+14
3265
$140K ﹤0.01%
3,951
+475
3266
$140K ﹤0.01%
5,347
+3,355
3267
$140K ﹤0.01%
2,290
+350
3268
$139K ﹤0.01%
20,000
3269
$139K ﹤0.01%
10,130
-4,300
3270
$138K ﹤0.01%
4,650
-2,116
3271
$138K ﹤0.01%
4,200
-2,349
3272
$138K ﹤0.01%
7,285
+5,147
3273
$136K ﹤0.01%
15,437
+1,900
3274
$135K ﹤0.01%
10,037
+228
3275
$134K ﹤0.01%
17,874
+12,014