Ameriprise

Ameriprise Portfolio holdings

AUM $370B
 

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.

AUM
$370B
AUM Growth
-$19.2B
Cap. Flow
-$4.09B
Cap. Flow %
-1.1%
Top 10 Hldgs %
18.76%
Holding
4,165
New
112
Increased
1,887
Reduced
1,855
Closed
172

Sector Composition

1Technology22.23%
2Financials11.94%
3Healthcare8.99%
4Industrials8.11%
5Consumer Discretionary7.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
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Closed
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Closed
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Closed
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-6,815
Closed