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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$12K ﹤0.01%
2,575
+151
3602
$10K ﹤0.01%
30,801
-1,199,625
3603
$8K ﹤0.01%
1,075
-100
3604
$6K ﹤0.01%
+1,294
3605
0
3606
$6K ﹤0.01%
20,000
3607
$5K ﹤0.01%
+436
3608
-128,200
3609
-3,228
3610
-507,862
3611
-216,802
3612
-90,430
3613
-417,655
3614
-99,050
3615
-810,676
3616
-13,039,396
3617
-785,506
3618
-457,086
3619
-88,662
3620
-1,448,412
3621
-698,128
3622
-417,838
3623
-37,053
3624
-1,471,310
3625
-331,243