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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$52.2M 0.02%
700,760
-282,114
702
$51.9M 0.02%
2,560,777
+354,295
703
$51.8M 0.02%
547,397
+169,488
704
$51.8M 0.02%
1,687,369
-18,970
705
$51.6M 0.02%
698,374
-47,192
706
$51.4M 0.02%
1,605,604
-209,401
707
$51.4M 0.02%
1,228,818
+425,675
708
$50.7M 0.02%
525,165
-256,041
709
$50.7M 0.02%
1,065,749
-16,111
710
$50.7M 0.02%
1,481,687
-109,570
711
$50.4M 0.02%
350,901
-10,964
712
$50.3M 0.02%
1,412,665
+22,144
713
$50.1M 0.02%
1,845,948
+735,156
714
$50M 0.02%
1,806,344
+16,895
715
$49.5M 0.02%
2,786,607
-3,949,693
716
$49.5M 0.02%
3,128,753
-676,639
717
$49.3M 0.02%
282,628
+134,958
718
$49.2M 0.02%
469,302
-358,265
719
$49.2M 0.02%
126,289
-10,572
720
$49.2M 0.02%
636,126
-2,229,061
721
$49.2M 0.02%
1,336,407
+52,728
722
$48.9M 0.02%
1,386,688
+43,526
723
$48.7M 0.02%
1,590,077
+562,587
724
$48.7M 0.02%
4,056,481
-246,645
725
$48.7M 0.02%
1,250,993
+316,886