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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$57K ﹤0.01%
20,952
-56,170
3752
$57K ﹤0.01%
16,998
-5,975
3753
$55K ﹤0.01%
+10,895
3754
$55K ﹤0.01%
15,312
-13,104
3755
$55K ﹤0.01%
13,500
3756
$53K ﹤0.01%
3,912
3757
$53K ﹤0.01%
17,701
-11,951
3758
$50K ﹤0.01%
+15,000
3759
$50K ﹤0.01%
27,140
-601
3760
$46K ﹤0.01%
+651
3761
$46K ﹤0.01%
1,877
+232
3762
$45K ﹤0.01%
21,600
-1,000
3763
$44K ﹤0.01%
68,920
-6,485
3764
$40K ﹤0.01%
+418
3765
$39K ﹤0.01%
14,800
3766
$37K ﹤0.01%
2,642
-75
3767
$35K ﹤0.01%
18,758
-101
3768
$35K ﹤0.01%
11,100
+445
3769
$35K ﹤0.01%
+1,496
3770
$33K ﹤0.01%
24,450
-1,700
3771
$30K ﹤0.01%
14,338
-2,728
3772
$30K ﹤0.01%
1,371
-433
3773
$29K ﹤0.01%
22,400
-1,400
3774
$28K ﹤0.01%
1,225
+311
3775
$28K ﹤0.01%
15,330
-1,405