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
3251
$690K ﹤0.01%
18,476
+135
3252
$686K ﹤0.01%
28,085
-2,035
3253
$686K ﹤0.01%
11,947
+797
3254
$684K ﹤0.01%
31,360
-14,832
3255
$683K ﹤0.01%
16,753
+266
3256
$683K ﹤0.01%
38,324
+2,044
3257
$682K ﹤0.01%
349,875
-88,751
3258
$679K ﹤0.01%
+467,960
3259
$678K ﹤0.01%
101,555
-75,566
3260
$678K ﹤0.01%
364,375
+69,706
3261
$676K ﹤0.01%
62,866
+3,034
3262
$673K ﹤0.01%
92,729
+4,276
3263
$673K ﹤0.01%
114,233
+11,819
3264
$672K ﹤0.01%
48,962
-1,251
3265
$670K ﹤0.01%
+21,242
3266
$669K ﹤0.01%
45,647
-58,817
3267
$669K ﹤0.01%
112,168
-7,984
3268
$667K ﹤0.01%
56,702
-3,388
3269
$665K ﹤0.01%
27,102
-5,672
3270
$664K ﹤0.01%
71,144
-5,087
3271
$663K ﹤0.01%
108,764
-304,585
3272
$658K ﹤0.01%
68,192
+2,584
3273
$657K ﹤0.01%
165,445
-161,533
3274
$656K ﹤0.01%
551,346
-60,965
3275
$651K ﹤0.01%
19,042
+1,296