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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$140M 0.04%
1,003,061
-86,817
402
$139M 0.04%
2,089,143
-1,635,412
403
$139M 0.04%
6,013,184
+474,650
404
$139M 0.04%
1,000,486
-211,049
405
$137M 0.04%
867,706
-87,645
406
$137M 0.04%
1,356,681
+1,027,660
407
$136M 0.04%
833,470
-60,090
408
$135M 0.04%
3,187,940
+796,294
409
$135M 0.04%
3,058,790
-142,164
410
$135M 0.04%
3,821,984
+513,137
411
$135M 0.04%
7,647,419
+107,218
412
$134M 0.04%
678,008
+190,328
413
$134M 0.04%
2,093,204
-84,951
414
$133M 0.04%
1,394,318
+251,028
415
$133M 0.04%
565,613
-377,093
416
$133M 0.04%
2,488,977
-783,126
417
$131M 0.04%
1,367,397
+235,480
418
$131M 0.04%
10,653,524
-169,445
419
$130M 0.04%
709,920
-53,211
420
$129M 0.04%
1,768,334
+69,971
421
$128M 0.04%
2,229,525
-1,196,545
422
$128M 0.04%
1,698,052
-189,779
423
$127M 0.04%
3,300,274
+241,722
424
$127M 0.04%
2,154,480
+1,970,192
425
$126M 0.04%
1,137,475
+30,580