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
3676
$180K ﹤0.01%
27,134
3677
$175K ﹤0.01%
23,761
-2,795
3678
$175K ﹤0.01%
+15,011
3679
$173K ﹤0.01%
13,639
-2,609
3680
$170K ﹤0.01%
51,259
-1,185
3681
$170K ﹤0.01%
49,994
-10,840
3682
$168K ﹤0.01%
13,466
-287
3683
$166K ﹤0.01%
23,735
-33,165
3684
$166K ﹤0.01%
43,400
-4,771
3685
$163K ﹤0.01%
11,318
-276
3686
$163K ﹤0.01%
17,115
3687
$162K ﹤0.01%
39,623
+815
3688
$162K ﹤0.01%
+15,519
3689
$162K ﹤0.01%
20,480
-4,916
3690
$161K ﹤0.01%
27,284
-500
3691
$160K ﹤0.01%
12,284
-7,470
3692
$158K ﹤0.01%
19,250
-39,240
3693
$158K ﹤0.01%
18,542
-10,598
3694
$156K ﹤0.01%
19,418
+2,108
3695
$155K ﹤0.01%
30,005
-5,415
3696
$154K ﹤0.01%
19,923
+5,727
3697
$153K ﹤0.01%
15,120
-1,000
3698
$152K ﹤0.01%
48,387
-3,581
3699
$151K ﹤0.01%
11,569
-1,010
3700
$150K ﹤0.01%
13,300
-36,211