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
3626
$189K ﹤0.01%
17,108
+10
3627
$188K ﹤0.01%
22,842
-19,379
3628
$187K ﹤0.01%
14,159
-1,447
3629
$185K ﹤0.01%
20,095
-663
3630
$185K ﹤0.01%
19,322
+719
3631
$184K ﹤0.01%
46,897
+8,801
3632
$180K ﹤0.01%
10,655
-590
3633
$178K ﹤0.01%
13,549
-30,241
3634
$178K ﹤0.01%
37,324
-1,966
3635
$175K ﹤0.01%
+22,551
3636
$174K ﹤0.01%
17,405
+300
3637
$174K ﹤0.01%
+19,195
3638
$174K ﹤0.01%
28,610
+3,798
3639
$171K ﹤0.01%
+13,870
3640
$166K ﹤0.01%
11,630
-7,261
3641
$164K ﹤0.01%
40,858
+21,990
3642
$163K ﹤0.01%
65,249
-1,394
3643
$163K ﹤0.01%
12,612
+839
3644
$163K ﹤0.01%
45,458
-13,095
3645
$162K ﹤0.01%
1,818
-86
3646
$162K ﹤0.01%
14,055
+318
3647
$162K ﹤0.01%
+22,423
3648
$160K ﹤0.01%
22,388
+1,600
3649
$158K ﹤0.01%
18,776
-45,093
3650
$156K ﹤0.01%
27,072
-51,198