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
676
$60.6M 0.02%
1,370,745
-372,758
677
$60.6M 0.02%
1,050,986
+980,695
678
$60.5M 0.02%
722,992
+38,725
679
$60.3M 0.02%
3,109,524
-516,280
680
$60.3M 0.02%
2,298,325
-849,809
681
$60.3M 0.02%
1,948,135
+88,195
682
$60.3M 0.02%
2,940,104
+173,385
683
$60M 0.02%
291,074
+39,349
684
$59.9M 0.02%
383,030
+4,745
685
$59.6M 0.02%
168,507
+41,620
686
$59.6M 0.02%
1,155,384
-146,773
687
$59.6M 0.02%
358,212
+136,751
688
$59.5M 0.02%
3,015,054
-562,304
689
$59.2M 0.02%
1,741,276
+429,523
690
$59.2M 0.02%
352,931
-268
691
$59M 0.02%
1,401,416
-1,242
692
$58.8M 0.02%
774,918
-304,125
693
$58.7M 0.02%
705,124
+178,026
694
$58.6M 0.02%
782,490
+589,572
695
$58.6M 0.02%
1,906,279
+55,080
696
$58.4M 0.02%
2,736,500
-416,512
697
$58.3M 0.02%
2,766,528
-1,074,542
698
$58.2M 0.02%
921,207
+39,613
699
$58.1M 0.02%
1,871,394
+191,057
700
$58.1M 0.02%
622,185
+57,029