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
351
$190M 0.05%
6,552,185
+5,346,892
352
$188M 0.05%
5,029,987
+2,252,918
353
$188M 0.05%
907,303
+172,745
354
$186M 0.05%
6,991,336
+1,537,737
355
$185M 0.05%
4,232,974
+3,286,741
356
$183M 0.05%
7,764,205
+1,878,599
357
$180M 0.05%
5,429,246
+26,616
358
$179M 0.05%
2,749,856
+869,638
359
$177M 0.05%
2,356,225
-4,251,790
360
$176M 0.05%
2,535,098
+71,881
361
$176M 0.05%
545,412
+10,531
362
$175M 0.05%
3,532,252
-80,689
363
$174M 0.05%
7,026,565
+512,834
364
$172M 0.05%
259,417
-9,931
365
$171M 0.05%
2,165,757
+298,517
366
$170M 0.05%
7,351,634
-1,280,165
367
$170M 0.05%
1,442,175
+72,907
368
$167M 0.05%
483,564
+44,884
369
$167M 0.05%
1,911,402
+377,381
370
$166M 0.04%
544,081
+56,158
371
$166M 0.04%
632,149
-641,215
372
$166M 0.04%
3,292,835
-394,723
373
$165M 0.04%
3,196,909
+1,178,637
374
$165M 0.04%
1,479,896
+77,574
375
$164M 0.04%
2,049,241
-332,060