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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$59.7M 0.02%
870,532
+263,005
752
$59.3M 0.02%
484,235
-47,678
753
$59.3M 0.02%
1,069,186
-310,578
754
$59.2M 0.02%
536,331
-991,067
755
$59.2M 0.02%
669,939
+399,897
756
$59.2M 0.02%
461,769
+45,296
757
$59M 0.02%
1,723,429
-433,998
758
$58.9M 0.02%
3,432,879
+152,221
759
$58.8M 0.02%
341,008
+15,637
760
$58.8M 0.02%
400,627
-47,455
761
$58.7M 0.02%
12,791,506
+603,340
762
$58.6M 0.02%
497,404
-63,343
763
$58.6M 0.02%
179,831
+30,017
764
$58.5M 0.02%
2,654,235
+227,244
765
$58.5M 0.02%
902,487
-96,129
766
$58.2M 0.02%
480,040
+136,871
767
$58.2M 0.02%
813,341
+75,610
768
$57.8M 0.02%
1,653,189
+352,198
769
$57.8M 0.02%
637,189
+4,300
770
$57.7M 0.02%
819,917
+148,526
771
$57.7M 0.02%
958,469
+209,337
772
$57.6M 0.02%
639,986
-8,763
773
$57.4M 0.02%
690,682
+58,664
774
$57.3M 0.02%
468,532
+75,009
775
$57.2M 0.02%
1,138,820
+434,526