Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

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
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,408
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$985M 0.57%
11,431,698
+469,858
27
$960M 0.56%
9,142,233
-181,016
28
$940M 0.55%
2,769,523
+188,035
29
$926M 0.54%
7,642,426
+1,263,708
30
$919M 0.54%
7,691,080
+1,071,710
31
$897M 0.52%
2,509,801
-261,592
32
$885M 0.52%
9,572,060
+1,250,041
33
$874M 0.51%
4,251,119
-371,954
34
$865M 0.5%
23,825,678
-4,350,782
35
$861M 0.5%
55,478,060
-4,828,260
36
$845M 0.49%
8,963,452
-5,336,100
37
$823M 0.48%
3,581,315
+63,969
38
$810M 0.47%
16,838,386
+10,642,354
39
$793M 0.46%
5,280,519
+1,200,807
40
$786M 0.46%
7,684,036
+543,501
41
$781M 0.45%
4,053,517
+506,080
42
$770M 0.45%
10,645,799
+1,117,305
43
$768M 0.45%
23,087,736
+6,734,580
44
$767M 0.45%
12,214,318
+3,696,862
45
$729M 0.42%
3,196,575
+238,251
46
$723M 0.42%
10,508,757
+744,600
47
$717M 0.42%
7,582,012
+1,976,800
48
$717M 0.42%
12,083,744
-334,739
49
$710M 0.41%
7,489,179
+398,193
50
$702M 0.41%
7,453,506
-152,451