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
4151
$12K ﹤0.01%
+1,058
4152
$12K ﹤0.01%
+1,535
4153
$12K ﹤0.01%
+12,355
4154
$12K ﹤0.01%
+944
4155
$12K ﹤0.01%
+500
4156
$12K ﹤0.01%
+1,000
4157
$12K ﹤0.01%
+3,148
4158
$12K ﹤0.01%
+741
4159
$12K ﹤0.01%
+1,222
4160
$12K ﹤0.01%
+645
4161
$12K ﹤0.01%
+8,190
4162
$12K ﹤0.01%
+1,600
4163
$12K ﹤0.01%
+1,305
4164
$12K ﹤0.01%
+1,604
4165
$12K ﹤0.01%
+355
4166
$12K ﹤0.01%
+507
4167
$12K ﹤0.01%
+1,354
4168
$12K ﹤0.01%
+1,346
4169
$12K ﹤0.01%
+899
4170
$12K ﹤0.01%
+1,000
4171
$12K ﹤0.01%
+2,184
4172
$12K ﹤0.01%
+500
4173
$12K ﹤0.01%
+3,288
4174
$12K ﹤0.01%
+1,100
4175
$12K ﹤0.01%
+4,975