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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$20.7M 0.01%
727,942
+185,186
927
$20.6M 0.01%
2,028,890
+39,360
928
$20.5M 0.01%
2,431,444
-10,664
929
$20.4M 0.01%
922,488
+26,691
930
$20.4M 0.01%
435,830
-30,631
931
$20.4M 0.01%
416,200
-98,791
932
$20.4M 0.01%
811,313
-13,378
933
$20.4M 0.01%
137,022
-39,493
934
$20.4M 0.01%
1,021,320
-43,895
935
$20.4M 0.01%
1,507,941
+157,770
936
$20.3M 0.01%
59,837
-259
937
$20.3M 0.01%
320,936
-11,856
938
$20.2M 0.01%
503,812
+164,531
939
$20.1M 0.01%
904,807
+353,178
940
$20.1M 0.01%
231,783
-18,532
941
$19.9M 0.01%
758,400
+466,912
942
$19.9M 0.01%
543,104
+9,440
943
$19.8M 0.01%
294,293
+97,651
944
$19.7M 0.01%
309,682
+56,486
945
$19.7M 0.01%
352,180
+4,054
946
$19.7M 0.01%
1,188,158
-83,679
947
$19.7M 0.01%
520,083
-80,185
948
$19.7M 0.01%
313,861
-82,710
949
$19.7M 0.01%
390,394
-61,830
950
$19.6M 0.01%
558,285
-3,028,305