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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$544K ﹤0.01%
41,064
-3,010
3302
$539K ﹤0.01%
45,628
-1,588
3303
$538K ﹤0.01%
7,165
-38
3304
$536K ﹤0.01%
236,287
+18,680
3305
$534K ﹤0.01%
849
+20
3306
$532K ﹤0.01%
9,050
+54
3307
$529K ﹤0.01%
104,600
+18,535
3308
$528K ﹤0.01%
12,629
+941
3309
$525K ﹤0.01%
+28,715
3310
$525K ﹤0.01%
15,612
-1,998
3311
$524K ﹤0.01%
38,249
+16,791
3312
$523K ﹤0.01%
89,720
+29,520
3313
$522K ﹤0.01%
16,091
-38,107
3314
$522K ﹤0.01%
11,969
-2,623
3315
$514K ﹤0.01%
78,688
+17,607
3316
$512K ﹤0.01%
16,973
+628
3317
$507K ﹤0.01%
11,002
-117,586
3318
$504K ﹤0.01%
63,986
+3,050
3319
$504K ﹤0.01%
98,177
+27,307
3320
$501K ﹤0.01%
14,281
-17
3321
$501K ﹤0.01%
23,796
-12,344
3322
$500K ﹤0.01%
81,911
-253,610
3323
$500K ﹤0.01%
4,681
-666
3324
$499K ﹤0.01%
20,824
+6,969
3325
$499K ﹤0.01%
8,941
+190