Ameriprise

Ameriprise Portfolio holdings

AUM $406B
 

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 Return
+12.28%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$406B
AUM Growth
+$406B
Cap. Flow
+$1.74B
Cap. Flow %
0.43%
Top 10 Hldgs %
21.35%
Holding
4,139
New
144
Increased
1,840
Reduced
1,820
Closed
198

Sector Composition

1 Technology 25.11%
2 Financials 11.83%
3 Industrials 8.16%
4 Healthcare 7.52%
5 Consumer Discretionary 7.16%

No holdings matched the selected filter criteria.