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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$119M 0.05%
429,080
-165,898
352
$119M 0.05%
1,466,871
+120,385
353
$118M 0.05%
2,362,374
+306,928
354
$117M 0.05%
10,773,289
+10,794
355
$117M 0.05%
854,762
+75,223
356
$117M 0.05%
4,737,381
-3,895,713
357
$116M 0.05%
545,198
+11,523
358
$115M 0.05%
312,091
+71,031
359
$115M 0.05%
1,654,854
-212,571
360
$115M 0.05%
2,599,726
-731,485
361
$113M 0.05%
9,839,654
-2,250,243
362
$113M 0.05%
1,569,150
+657,315
363
$112M 0.05%
1,965,673
-90,354
364
$111M 0.05%
1,540,485
+557,693
365
$110M 0.05%
1,065,321
+151,574
366
$110M 0.05%
3,104,039
-294,801
367
$110M 0.05%
3,090,173
-2,106,351
368
$109M 0.05%
213,880
-18,607
369
$109M 0.05%
4,134,773
-1,874,026
370
$109M 0.05%
3,715,937
+1,853,204
371
$108M 0.05%
2,146,174
-1,975,834
372
$108M 0.05%
2,409,183
-149,518
373
$108M 0.05%
1,297,409
-41,512
374
$107M 0.05%
2,061,076
-169,287
375
$107M 0.05%
975,747
-406,222