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
3701
$150K ﹤0.01%
66,205
-10,498
3702
$147K ﹤0.01%
41,013
-145,687
3703
$147K ﹤0.01%
27,472
-3,326
3704
$146K ﹤0.01%
11,755
3705
$146K ﹤0.01%
8,440
-51,560
3706
$143K ﹤0.01%
10,500
-3,495
3707
$143K ﹤0.01%
13,685
3708
$142K ﹤0.01%
22,365
+2,138
3709
$139K ﹤0.01%
14,763
+2,650
3710
$139K ﹤0.01%
18,438
-33,333
3711
$138K ﹤0.01%
16,959
-392
3712
$137K ﹤0.01%
10,323
-21,872
3713
$136K ﹤0.01%
+12,067
3714
$135K ﹤0.01%
15,823
-1,888
3715
$134K ﹤0.01%
80,963
-2,991
3716
$133K ﹤0.01%
12,616
3717
$133K ﹤0.01%
23,539
-949
3718
$133K ﹤0.01%
13,100
3719
$133K ﹤0.01%
+11,384
3720
$133K ﹤0.01%
10,548
-2,618
3721
$132K ﹤0.01%
20,489
+2,838
3722
$128K ﹤0.01%
+10,472
3723
$126K ﹤0.01%
11,235
+1,204
3724
$126K ﹤0.01%
31,176
-24,739
3725
$124K ﹤0.01%
23,232
-72