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
3776
$71.5K ﹤0.01%
+26,200
3777
$71.5K ﹤0.01%
367
3778
$66.5K ﹤0.01%
780
-100
3779
$66.3K ﹤0.01%
17,303
-398
3780
$65K ﹤0.01%
+12,671
3781
$65K ﹤0.01%
13,001
-1,733
3782
$64.3K ﹤0.01%
953
-35
3783
$62.7K ﹤0.01%
12,300
-2,254
3784
$62.3K ﹤0.01%
+22,400
3785
$61.9K ﹤0.01%
+10,545
3786
$60.9K ﹤0.01%
19,527
3787
$58.1K ﹤0.01%
18,400
-225
3788
$55.8K ﹤0.01%
+2,276
3789
$55.6K ﹤0.01%
9,729
-502
3790
$51.7K ﹤0.01%
16,828
+3,318
3791
$51.2K ﹤0.01%
16,520
-101,686
3792
$48.8K ﹤0.01%
34,588
-1,404
3793
$47K ﹤0.01%
12,559
-290
3794
$46.4K ﹤0.01%
13,300
-200
3795
$45.9K ﹤0.01%
591
-435
3796
$45.4K ﹤0.01%
2,101
-347
3797
$45.1K ﹤0.01%
1,530
+366
3798
$43.4K ﹤0.01%
10,217
-20,790
3799
$42.8K ﹤0.01%
10,439
-1,525
3800
$42.2K ﹤0.01%
+23,420