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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$661K ﹤0.01%
+54,025
3302
$656K ﹤0.01%
23,952
-65,475
3303
$655K ﹤0.01%
60,291
-106
3304
$654K ﹤0.01%
52,936
-27,865
3305
$652K ﹤0.01%
9,759
+2,400
3306
$649K ﹤0.01%
7,941
+461
3307
$649K ﹤0.01%
95,211
-25,545
3308
$648K ﹤0.01%
13,675
-1,932
3309
$647K ﹤0.01%
12,574
+4,259
3310
$646K ﹤0.01%
+15,076
3311
$643K ﹤0.01%
84,206
+68,850
3312
$642K ﹤0.01%
97,373
+16,689
3313
$641K ﹤0.01%
221,084
-54,570
3314
$637K ﹤0.01%
23,167
+2,131
3315
$634K ﹤0.01%
+22,964
3316
$630K ﹤0.01%
+1,981
3317
$626K ﹤0.01%
10,568
+1,208
3318
$625K ﹤0.01%
60,076
+10,841
3319
$625K ﹤0.01%
118,730
-297,484
3320
$621K ﹤0.01%
18,748
-32,577
3321
$619K ﹤0.01%
191,700
-66,500
3322
$619K ﹤0.01%
65,511
-32,689
3323
$617K ﹤0.01%
25,797
+8,479
3324
$614K ﹤0.01%
86,280
-375
3325
$607K ﹤0.01%
12,849
-357