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
3426
$377K ﹤0.01%
4,971
-975
3427
$376K ﹤0.01%
5,252
-16,658
3428
$376K ﹤0.01%
7,055
-3,277
3429
$373K ﹤0.01%
7,530
-3,120
3430
$370K ﹤0.01%
81,508
-18,137
3431
$370K ﹤0.01%
8,087
-17,839
3432
$367K ﹤0.01%
31,621
-1,090
3433
$367K ﹤0.01%
6,080
+1,613
3434
$367K ﹤0.01%
2,429
-255
3435
$367K ﹤0.01%
18,698
+4,413
3436
$367K ﹤0.01%
16,201
+1,665
3437
$365K ﹤0.01%
13,638
-1,119
3438
$364K ﹤0.01%
39,280
-2,184
3439
$361K ﹤0.01%
111,000
3440
$360K ﹤0.01%
3,968
-20
3441
$360K ﹤0.01%
98,910
+10,108
3442
$360K ﹤0.01%
31,824
-17,323
3443
$359K ﹤0.01%
42,181
-526
3444
$358K ﹤0.01%
29,052
-212
3445
$355K ﹤0.01%
23,590
+6,275
3446
$355K ﹤0.01%
+19,332
3447
$354K ﹤0.01%
9,542
-7,326
3448
$354K ﹤0.01%
16,155
3449
$354K ﹤0.01%
10,594
-73,872
3450
$351K ﹤0.01%
84,763
+19,891