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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$54.2M 0.03%
3,288,789
+398,364
477
$54.1M 0.03%
1,104,861
-39,711
478
$53.7M 0.03%
2,106,947
+6,095
479
$53.7M 0.03%
3,365,374
-259,232
480
$53.5M 0.03%
1,065,812
-114,679
481
$53.2M 0.03%
2,326,735
-232,930
482
$53.1M 0.03%
555,934
-115,757
483
$53M 0.03%
952,049
-230,080
484
$52.6M 0.03%
1,337,360
-7,991
485
$52.6M 0.03%
446,132
+23,294
486
$52.4M 0.03%
1,503,133
-8,820
487
$52.3M 0.03%
1,338,605
+952,684
488
$52.3M 0.03%
1,667,781
+33,338
489
$52.1M 0.03%
1,954,140
+53,792
490
$51.9M 0.03%
833,763
+57,359
491
$51.8M 0.03%
2,740,490
-292,160
492
$51.8M 0.03%
884,920
-23,959
493
$51.6M 0.03%
2,165,253
-1,742,705
494
$51.6M 0.03%
8,003,100
+4,459,420
495
$51.5M 0.03%
934,279
-26,556
496
$51.5M 0.03%
1,451,634
-277,601
497
$51.3M 0.03%
2,338,632
-167
498
$51.3M 0.03%
1,197,354
+356,717
499
$51.2M 0.03%
2,712,382
+149,945
500
$51.1M 0.03%
1,319,638
-324,612