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
751
$46M 0.02%
11,500
-901
752
$46M 0.02%
246,592
+4,237
753
$45.8M 0.02%
3,244,223
-11,832
754
$45.7M 0.02%
685,942
-13,657
755
$45.6M 0.02%
839,529
-69,831
756
$45.3M 0.02%
620,461
-769,794
757
$45.3M 0.02%
2,523,764
+2,506,390
758
$45M 0.02%
1,537,380
-81,102
759
$44.8M 0.02%
1,963,300
+1,771,325
760
$44.6M 0.02%
533,659
+13,023
761
$44.6M 0.02%
910,925
-11,774
762
$44.5M 0.02%
2,346,126
+209,236
763
$44.5M 0.02%
1,356,591
+53,745
764
$44.3M 0.02%
612,699
-4,551
765
$44.3M 0.02%
932,936
+258,271
766
$44.2M 0.02%
1,104,483
+121,987
767
$44.2M 0.02%
599,077
+5,760
768
$44.1M 0.02%
116,385
-190,124
769
$44.1M 0.02%
3,372,742
-500,417
770
$44M 0.02%
471,858
+147,338
771
$43.8M 0.02%
483,711
-271,537
772
$43.5M 0.02%
797,026
-75,728
773
$43.5M 0.02%
1,141,344
-71,839
774
$43.4M 0.02%
239,504
+16,512
775
$43.2M 0.02%
399,791
-36,181