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
1001
$35.8M 0.01%
1,665,268
+152,381
1002
$35.8M 0.01%
1,213,778
+287,539
1003
$35.8M 0.01%
399,228
+12,811
1004
$35.8M 0.01%
385,824
+66,124
1005
$35.8M 0.01%
1,836,433
-140,859
1006
$35.7M 0.01%
180,112
+36,665
1007
$35.7M 0.01%
204,246
-34,745
1008
$35.7M 0.01%
809,120
-33,182
1009
$35.7M 0.01%
757,183
+80,864
1010
$35.6M 0.01%
181,076
+64,136
1011
$35.6M 0.01%
+712,000
1012
$35.3M 0.01%
143,158
-1,136
1013
$35.3M 0.01%
211,786
-4,160
1014
$35.2M 0.01%
302,384
+29,790
1015
$35.1M 0.01%
930,791
+106,969
1016
$35M 0.01%
562,227
-58,363
1017
$34.9M 0.01%
315,710
-97,769
1018
$34.9M 0.01%
+1,230,638
1019
$34.8M 0.01%
264,581
-52,737
1020
$34.6M 0.01%
1,073,541
+229,195
1021
$34.5M 0.01%
647,767
+161,299
1022
$34.3M 0.01%
151,297
-39,495
1023
$34.2M 0.01%
1,418,123
-61,473
1024
$34.2M 0.01%
570,456
+17,498
1025
$34.2M 0.01%
302,746
+82,152