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
3351
$520K ﹤0.01%
7,025
-554
3352
$516K ﹤0.01%
35,822
+25,370
3353
$515K ﹤0.01%
55,511
-408
3354
$514K ﹤0.01%
120,156
-238,448
3355
$513K ﹤0.01%
2,366
+259
3356
$513K ﹤0.01%
12,482
-5,103
3357
$513K ﹤0.01%
12,627
+129
3358
$513K ﹤0.01%
13,404
+3,310
3359
$510K ﹤0.01%
28,194
-117
3360
$509K ﹤0.01%
104,403
+5,749
3361
$509K ﹤0.01%
68,145
+290
3362
$509K ﹤0.01%
20,005
+1,082
3363
$509K ﹤0.01%
81,320
-285
3364
$509K ﹤0.01%
64,893
+46,645
3365
$508K ﹤0.01%
4,878
-20
3366
$508K ﹤0.01%
53,651
+1,268
3367
$507K ﹤0.01%
10,979
+2,206
3368
$506K ﹤0.01%
14,904
+455
3369
$505K ﹤0.01%
18,202
-2,438
3370
$505K ﹤0.01%
48,160
-5,382
3371
$503K ﹤0.01%
11,540
-227
3372
$503K ﹤0.01%
17,744
-1,795
3373
$502K ﹤0.01%
+12,980
3374
$502K ﹤0.01%
42,385
-980
3375
$498K ﹤0.01%
2,831
-5,380