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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$94.2M 0.05%
2,466,446
-51,217
327
$94M 0.05%
1,238,999
-876,462
328
$93.8M 0.05%
1,289,970
+178,009
329
$93.5M 0.05%
1,387,547
-4,311
330
$93.5M 0.05%
1,663,745
+711,696
331
$93.3M 0.05%
1,375,727
-24,064
332
$93.2M 0.05%
2,618,813
+741,498
333
$93.1M 0.05%
2,183,458
+582,518
334
$92M 0.05%
2,535,535
-69,249
335
$91.6M 0.05%
1,131,429
+104,128
336
$91.5M 0.05%
985,902
+124,885
337
$91.4M 0.05%
1,038,988
+50,280
338
$91M 0.05%
586,038
-10,584
339
$90.7M 0.05%
3,587,677
-148,010
340
$90.1M 0.05%
865,531
+65,930
341
$89.9M 0.05%
2,407,823
+104,545
342
$89.3M 0.05%
2,621,180
+2,312,882
343
$89.2M 0.05%
1,702,645
+1,282
344
$88.6M 0.05%
3,583,802
+129,978
345
$88.2M 0.05%
784,364
+178,847
346
$88.2M 0.05%
538,688
-264,375
347
$88.2M 0.05%
644,969
-10,812
348
$87.9M 0.05%
1,020,903
+17,428
349
$87.5M 0.05%
4,284,378
+2,969,952
350
$87.1M 0.05%
863,567
+38,593