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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$262K ﹤0.01%
+4,105
3627
$261K ﹤0.01%
3,601
+187
3628
$261K ﹤0.01%
11,918
-545
3629
$259K ﹤0.01%
+10,125
3630
$258K ﹤0.01%
19,719
+6,975
3631
$258K ﹤0.01%
7,772
-1,662
3632
$257K ﹤0.01%
6,120
-530
3633
$254K ﹤0.01%
17,409
+51
3634
$253K ﹤0.01%
8,511
+1,498
3635
$253K ﹤0.01%
31,415
-6,381
3636
$252K ﹤0.01%
5,757
-2,074
3637
$251K ﹤0.01%
49,902
+6,217
3638
$249K ﹤0.01%
8,394
-3,354
3639
$248K ﹤0.01%
+11,110
3640
$247K ﹤0.01%
23,988
+3,778
3641
$246K ﹤0.01%
5,098
-2,250
3642
$246K ﹤0.01%
7,666
-909
3643
$246K ﹤0.01%
12,938
+1,550
3644
$243K ﹤0.01%
13,507
+474
3645
$240K ﹤0.01%
8,993
-1,541
3646
$239K ﹤0.01%
15,461
-318
3647
$239K ﹤0.01%
9,762
+791
3648
$238K ﹤0.01%
13,048
-2,716
3649
$238K ﹤0.01%
4,326
-658
3650
$238K ﹤0.01%
4,229
-96