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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4051
$14K ﹤0.01%
+2,583
4052
$14K ﹤0.01%
+805
4053
$14K ﹤0.01%
+1,067
4054
$14K ﹤0.01%
+1,201
4055
$14K ﹤0.01%
+450
4056
0
4057
$14K ﹤0.01%
+120
4058
$14K ﹤0.01%
+1,500
4059
$14K ﹤0.01%
+255
4060
$14K ﹤0.01%
+90
4061
$14K ﹤0.01%
+1,548
4062
$14K ﹤0.01%
+1,500
4063
$14K ﹤0.01%
+839
4064
$14K ﹤0.01%
+1,023
4065
$14K ﹤0.01%
+600
4066
$14K ﹤0.01%
+3,182
4067
$14K ﹤0.01%
+570
4068
$14K ﹤0.01%
+837
4069
$14K ﹤0.01%
+1,418
4070
$14K ﹤0.01%
+175
4071
$14K ﹤0.01%
+721
4072
$14K ﹤0.01%
+461
4073
$14K ﹤0.01%
+2,549
4074
$14K ﹤0.01%
+7,734
4075
$14K ﹤0.01%
+1,347