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
3826
$65.6K ﹤0.01%
18,801
-116
3827
$64.3K ﹤0.01%
47,614
+12,132
3828
$63.9K ﹤0.01%
11,004
-2,746
3829
$63.7K ﹤0.01%
11,192
+42
3830
$62.4K ﹤0.01%
20,677
-372
3831
$62K ﹤0.01%
12,601
-247
3832
$60.5K ﹤0.01%
10,506
+217
3833
$59.7K ﹤0.01%
13,044
+2,479
3834
$58.5K ﹤0.01%
18,468
-7,077
3835
$58.3K ﹤0.01%
25,086
+3,806
3836
$57K ﹤0.01%
18,275
-343
3837
$53.4K ﹤0.01%
13,153
-885
3838
$52.9K ﹤0.01%
+19,166
3839
$52.4K ﹤0.01%
18,310
+179
3840
$49.2K ﹤0.01%
27,787
3841
$49K ﹤0.01%
16,056
+5,713
3842
$47.6K ﹤0.01%
+20,950
3843
$46.9K ﹤0.01%
18,321
+1,146
3844
$46.2K ﹤0.01%
21,482
-3,235
3845
$45.5K ﹤0.01%
10,536
-5
3846
$45.3K ﹤0.01%
12,805
-37,623
3847
$44.5K ﹤0.01%
19,348
-10,271
3848
$43.3K ﹤0.01%
14,240
-5,264
3849
$42.8K ﹤0.01%
66,920
-199,735
3850
$39.3K ﹤0.01%
+1,863