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
3601
$217K ﹤0.01%
9,680
-254
3602
$215K ﹤0.01%
2,696
-3,420
3603
$215K ﹤0.01%
4,319
-4,023
3604
$215K ﹤0.01%
+8,689
3605
$215K ﹤0.01%
1,378,836
+90
3606
$214K ﹤0.01%
3,165
-143
3607
$214K ﹤0.01%
200,327
3608
$213K ﹤0.01%
6,183
-3,423
3609
$212K ﹤0.01%
+15,843
3610
$211K ﹤0.01%
8,487
-27,135
3611
$210K ﹤0.01%
+13,858
3612
$209K ﹤0.01%
17,801
-1,999
3613
$208K ﹤0.01%
805
3614
$208K ﹤0.01%
21,202
-75
3615
$206K ﹤0.01%
9,294
-223,358
3616
$205K ﹤0.01%
17,689
-1,920
3617
$204K ﹤0.01%
+2,229
3618
$204K ﹤0.01%
+8,813
3619
$202K ﹤0.01%
+4,504
3620
$200K ﹤0.01%
23,600
3621
$200K ﹤0.01%
18,919
+7,846
3622
$197K ﹤0.01%
59,931
-5,342
3623
$195K ﹤0.01%
96,988
+21,397
3624
$191K ﹤0.01%
18,951
+6
3625
$190K ﹤0.01%
52,909
+6,616