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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$60K ﹤0.01%
+6,189
3302
$59K ﹤0.01%
+553
3303
$59K ﹤0.01%
+1,990
3304
$59K ﹤0.01%
+2,372
3305
$58K ﹤0.01%
+538
3306
$58K ﹤0.01%
+9,698
3307
$58K ﹤0.01%
+4,700
3308
$58K ﹤0.01%
+3,205
3309
$58K ﹤0.01%
+834
3310
$58K ﹤0.01%
+4,000
3311
$57K ﹤0.01%
+7,305
3312
$57K ﹤0.01%
+3,987
3313
$57K ﹤0.01%
+1,158
3314
$57K ﹤0.01%
+3,490
3315
$57K ﹤0.01%
+2,680
3316
$57K ﹤0.01%
+2,759
3317
$57K ﹤0.01%
+5,222
3318
$57K ﹤0.01%
+462
3319
$57K ﹤0.01%
+22,094
3320
$57K ﹤0.01%
+5,776
3321
$56K ﹤0.01%
+1,826
3322
$56K ﹤0.01%
+4,276
3323
$56K ﹤0.01%
+1,593
3324
$56K ﹤0.01%
+1,637
3325
$56K ﹤0.01%
+2,239