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
3551
$289K ﹤0.01%
1,643
-180
3552
$289K ﹤0.01%
10,497
-3,654
3553
$288K ﹤0.01%
7,385
-4,580
3554
$287K ﹤0.01%
+15,875
3555
$286K ﹤0.01%
10,580
-7,220
3556
$285K ﹤0.01%
74,069
+62,575
3557
$284K ﹤0.01%
42,197
+9,451
3558
$283K ﹤0.01%
20,880
+2,780
3559
$282K ﹤0.01%
32,693
-33,598
3560
$280K ﹤0.01%
6,054
-185
3561
$276K ﹤0.01%
12,290
-14,000
3562
$276K ﹤0.01%
64,702
-110,525
3563
$276K ﹤0.01%
28,776
-3,865
3564
$275K ﹤0.01%
22,527
-191
3565
$274K ﹤0.01%
200,327
3566
$273K ﹤0.01%
43,236
-2,257
3567
$273K ﹤0.01%
35,122
-812
3568
$272K ﹤0.01%
25,267
-981
3569
$272K ﹤0.01%
33,461
-15
3570
$271K ﹤0.01%
26,964
+8,800
3571
$271K ﹤0.01%
76
-1
3572
$269K ﹤0.01%
25,069
+3,248
3573
$267K ﹤0.01%
15,474
-240
3574
$267K ﹤0.01%
9,542
+1,169
3575
$265K ﹤0.01%
+11,951