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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$22K ﹤0.01%
+3,827
3777
$22K ﹤0.01%
+858
3778
$22K ﹤0.01%
+1,192
3779
$22K ﹤0.01%
+502
3780
$22K ﹤0.01%
+216
3781
$22K ﹤0.01%
+960
3782
$22K ﹤0.01%
+2,547
3783
$22K ﹤0.01%
+1,000
3784
$22K ﹤0.01%
+1,770
3785
$22K ﹤0.01%
+1,642
3786
$22K ﹤0.01%
+1,532
3787
$22K ﹤0.01%
+674
3788
$22K ﹤0.01%
+158
3789
$22K ﹤0.01%
+1,110
3790
$22K ﹤0.01%
+5,092
3791
$22K ﹤0.01%
+690
3792
$22K ﹤0.01%
+1,850
3793
$22K ﹤0.01%
+609
3794
$22K ﹤0.01%
+1,040
3795
$22K ﹤0.01%
+5,130
3796
$21K ﹤0.01%
+380
3797
$21K ﹤0.01%
+3,409
3798
$21K ﹤0.01%
+1,275
3799
$21K ﹤0.01%
+800
3800
$21K ﹤0.01%
+261