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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$27K ﹤0.01%
+502
3677
$27K ﹤0.01%
+1,369
3678
$27K ﹤0.01%
+1,300
3679
$27K ﹤0.01%
+1,920
3680
$27K ﹤0.01%
+3,540
3681
$27K ﹤0.01%
+2,045
3682
$27K ﹤0.01%
+1,075
3683
$27K ﹤0.01%
+3,828
3684
$27K ﹤0.01%
+2,294
3685
$27K ﹤0.01%
+1,000
3686
$27K ﹤0.01%
+1,317
3687
$27K ﹤0.01%
+1,631
3688
$27K ﹤0.01%
+1,254
3689
$27K ﹤0.01%
+368
3690
$27K ﹤0.01%
+1,646
3691
$27K ﹤0.01%
+1,035
3692
$27K ﹤0.01%
+1,421
3693
$27K ﹤0.01%
+938
3694
$27K ﹤0.01%
+1,872
3695
$27K ﹤0.01%
+685
3696
$26K ﹤0.01%
+739
3697
$26K ﹤0.01%
+245
3698
$26K ﹤0.01%
+1,226
3699
$26K ﹤0.01%
+1,776
3700
$26K ﹤0.01%
+1,011