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
951
$30.2M 0.01%
178,041
-4,049
952
$30.1M 0.01%
1,026,436
-21,372
953
$30M 0.01%
447,991
-12,938
954
$30M 0.01%
1,092,834
-672,490
955
$29.9M 0.01%
515,896
-50,632
956
$29.8M 0.01%
714,057
-15,334
957
$29.7M 0.01%
229,069
+4,373
958
$29.5M 0.01%
713,590
-625,748
959
$29.5M 0.01%
4,725,271
+3,365
960
$29.4M 0.01%
1,505,118
-95,868
961
$29.4M 0.01%
291,488
-9,867
962
$29.2M 0.01%
550,609
-36,916
963
$29.1M 0.01%
418,383
-49,380
964
$29.1M 0.01%
1,845,054
-347,112
965
$28.9M 0.01%
151,561
-868,482
966
$28.9M 0.01%
480,299
+89,950
967
$28.8M 0.01%
347,133
-147,147
968
$28.8M 0.01%
266,324
-9,116
969
$28.7M 0.01%
169,237
-11,784
970
$28.7M 0.01%
1,444,459
-323,210
971
$28.6M 0.01%
565,184
-17,898
972
$28.6M 0.01%
458,835
+63
973
$28.5M 0.01%
323,001
-334,020
974
$28.5M 0.01%
1,068,729
-163,974
975
$28.5M 0.01%
431,115
-62,110