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
3351
$569K ﹤0.01%
63,731
-37,076
3352
$566K ﹤0.01%
89,344
-2,565
3353
$566K ﹤0.01%
11,505
-55,959
3354
$564K ﹤0.01%
15,817
-8,859
3355
$561K ﹤0.01%
9,638
+1,897
3356
$558K ﹤0.01%
15,421
-540
3357
$558K ﹤0.01%
92,934
-4,647
3358
$557K ﹤0.01%
14,763
-18,988
3359
$552K ﹤0.01%
17,417
-154,295
3360
$549K ﹤0.01%
8,749
-3,320
3361
$549K ﹤0.01%
11,475
-5,561
3362
$547K ﹤0.01%
146,681
+124,353
3363
$547K ﹤0.01%
139,200
+84,500
3364
$547K ﹤0.01%
14,314
-1,672
3365
$546K ﹤0.01%
258,847
+21,460
3366
$546K ﹤0.01%
+62,728
3367
$546K ﹤0.01%
29,859
-4,137
3368
$544K ﹤0.01%
10,061
-283
3369
$540K ﹤0.01%
51,530
-25,288
3370
$540K ﹤0.01%
18,714
-4,826
3371
$539K ﹤0.01%
37,625
-4,953
3372
$538K ﹤0.01%
13,981
+540
3373
$537K ﹤0.01%
136,921
+300
3374
$534K ﹤0.01%
34,195
+71
3375
$531K ﹤0.01%
48,927
+1,300