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
376
$137M 0.05%
1,639,441
+70,357
377
$137M 0.05%
1,824,315
-31,370
378
$137M 0.05%
4,741,058
-87,203
379
$137M 0.05%
3,592,731
-1,233,416
380
$137M 0.05%
3,478,782
+707,851
381
$136M 0.05%
1,847,314
+5,076
382
$135M 0.05%
909,647
+77,170
383
$134M 0.05%
7,659,310
-2,723,750
384
$133M 0.05%
567,343
+32,716
385
$133M 0.05%
5,502,765
+3,453,263
386
$133M 0.05%
2,446,816
+1,216,390
387
$132M 0.05%
879,281
-7,080
388
$132M 0.05%
846,865
+377,948
389
$131M 0.05%
2,104,600
-531,950
390
$131M 0.05%
1,985,278
+42,334
391
$131M 0.05%
275,512
-2,621
392
$131M 0.05%
3,144,620
-1,012,897
393
$131M 0.05%
884,327
-22,305
394
$131M 0.05%
2,619,759
+490,068
395
$130M 0.05%
1,144,514
-128,233
396
$130M 0.05%
2,352,423
+3,721
397
$130M 0.05%
7,086,869
-272,092
398
$128M 0.04%
2,462,609
-893,643
399
$127M 0.04%
926,791
-443,374
400
$127M 0.04%
1,357,090
-2,889