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
1001
$27.7M 0.01%
316,863
+26,290
1002
$27.7M 0.01%
628,950
-33,688
1003
$27.6M 0.01%
199,078
-10,824
1004
$27.5M 0.01%
576,574
-231,059
1005
$27.3M 0.01%
305,417
-157,181
1006
$27.3M 0.01%
1,751,320
+339,008
1007
$27.2M 0.01%
629,158
-532,765
1008
$27.2M 0.01%
801,577
-12,546
1009
$27.1M 0.01%
837,797
-3,847
1010
$27.1M 0.01%
124,497
+39,507
1011
$27.1M 0.01%
531,672
-62,607
1012
$27.1M 0.01%
225,710
-42,914
1013
$26.8M 0.01%
516,926
+26,843
1014
$26.8M 0.01%
1,679,181
-159,732
1015
$26.7M 0.01%
1,036,593
-58,160
1016
$26.7M 0.01%
460,775
-3,761
1017
$26.6M 0.01%
445,540
+69,539
1018
$26.6M 0.01%
1,490,653
-38,332
1019
$26.5M 0.01%
2,155,128
+41,587
1020
$26.5M 0.01%
645,936
-15,471
1021
$26.4M 0.01%
679,854
+215,691
1022
$26.4M 0.01%
373,151
+22,455
1023
$26.3M 0.01%
144,960
-248,187
1024
$26.3M 0.01%
1,245,283
+235,821
1025
$26.3M 0.01%
179,365
+40,353