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
876
$39.3M 0.01%
922,313
-143,015
877
$39.2M 0.01%
954,041
+224,759
878
$39.2M 0.01%
1,859,204
-145,713
879
$39.2M 0.01%
418,534
+22,823
880
$39.2M 0.01%
2,048,175
-234,149
881
$39.1M 0.01%
342,175
-29,687
882
$39M 0.01%
2,320,833
+86,958
883
$39M 0.01%
773,738
-12,392
884
$38.9M 0.01%
1,348,695
+1,039,928
885
$38.9M 0.01%
7,430,098
+92,417
886
$38.7M 0.01%
635,497
-16,271
887
$38.5M 0.01%
281,676
-18,149
888
$38.4M 0.01%
1,176,391
-99,552
889
$38.4M 0.01%
415,606
-126,148
890
$38.2M 0.01%
895,017
+21,902
891
$37.9M 0.01%
869,544
-188,222
892
$37.9M 0.01%
625,574
+159,081
893
$37.8M 0.01%
500,271
-94,192
894
$37.7M 0.01%
192,421
+118,373
895
$37.7M 0.01%
806,928
-1,875,759
896
$37.6M 0.01%
138,479
-319
897
$37.5M 0.01%
976,405
+51,876
898
$37.4M 0.01%
573,203
-395,667
899
$37.4M 0.01%
567,944
+268,358
900
$37.3M 0.01%
341,179
-761,903