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
1026
$26.3M 0.01%
496,819
-254,739
1027
$26.2M 0.01%
770,127
+706,626
1028
$26.2M 0.01%
589,993
+131,268
1029
$26.2M 0.01%
251,776
-4,658
1030
$26.1M 0.01%
359,722
+96,937
1031
$26.1M 0.01%
571,017
-15,872
1032
$26M 0.01%
697,467
+75,346
1033
$25.9M 0.01%
398,077
+224,492
1034
$25.9M 0.01%
993,675
+126,162
1035
$25.9M 0.01%
108,464
-193,536
1036
$25.8M 0.01%
16,395,864
+7,346,846
1037
$25.8M 0.01%
130,072
+129
1038
$25.8M 0.01%
867,759
+52,970
1039
$25.7M 0.01%
264,820
-43,046
1040
$25.7M 0.01%
1,190,605
-6,257
1041
$25.7M 0.01%
651,897
-68,630
1042
$25.6M 0.01%
1,519,344
+199,163
1043
$25.5M 0.01%
539,312
-226,160
1044
$25.5M 0.01%
571,723
-99,877
1045
$25.5M 0.01%
1,312,435
-157,606
1046
$25.4M 0.01%
2,312,497
+218,914
1047
$25.4M 0.01%
483,285
-211
1048
$25.3M 0.01%
604,348
-38,114
1049
$25.2M 0.01%
310,963
-9,518
1050
$25.2M 0.01%
483,874
+18,488