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
726
$29.3M 0.02%
1,416,660
-761,060
727
$29.3M 0.02%
1,826,058
+37,459
728
$29.2M 0.02%
856,110
+35,124
729
$29.1M 0.02%
1,332,644
+85,984
730
$29.1M 0.02%
587,161
-328
731
$29.1M 0.02%
495,755
-10,076
732
$29.1M 0.02%
529,354
-77,182
733
$29M 0.02%
585,305
-1,971
734
$29M 0.02%
1,212,765
-157,460
735
$28.9M 0.02%
122,183
+2,259
736
$28.9M 0.02%
1,931,318
+73,446
737
$28.8M 0.02%
385,103
+51,520
738
$28.7M 0.02%
601,670
-31,081
739
$28.7M 0.02%
1,030,750
+110,024
740
$28.6M 0.02%
485,279
-31,816
741
$28.6M 0.02%
517,683
-4,525
742
$28.5M 0.02%
384,793
-276,051
743
$28.5M 0.02%
621,403
-74,941
744
$28.5M 0.02%
225,190
-55,465
745
$28.3M 0.02%
1,525,191
+1,133,050
746
$28.2M 0.02%
388,140
-208,813
747
$28.1M 0.02%
721,604
+245,080
748
$28.1M 0.02%
1,543,175
+402,784
749
$28.1M 0.02%
599,693
+18,569
750
$28M 0.02%
251,596
-35,824