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
3601
$243K ﹤0.01%
15,274
-147
3602
$243K ﹤0.01%
30,083
-693
3603
$243K ﹤0.01%
9,003
+130
3604
$242K ﹤0.01%
8,561
+778
3605
$241K ﹤0.01%
7,771
-1,244
3606
$239K ﹤0.01%
+7,216
3607
$237K ﹤0.01%
+28,137
3608
$237K ﹤0.01%
20,000
3609
$237K ﹤0.01%
109,279
+400
3610
$236K ﹤0.01%
2,095
-664
3611
$235K ﹤0.01%
6,600
-1,454
3612
$234K ﹤0.01%
43,371
-28,829
3613
$234K ﹤0.01%
21,462
+26
3614
$234K ﹤0.01%
8,608
-10,549
3615
$233K ﹤0.01%
805
3616
$232K ﹤0.01%
5,035
-498
3617
$231K ﹤0.01%
32,234
-745
3618
$231K ﹤0.01%
+10,496
3619
$231K ﹤0.01%
+15,251
3620
$230K ﹤0.01%
16,764
-1,767
3621
$230K ﹤0.01%
+14,393
3622
$230K ﹤0.01%
40,836
-1,822
3623
$230K ﹤0.01%
19,066
+302
3624
$228K ﹤0.01%
3,343
-401
3625
$227K ﹤0.01%
31,271
+340