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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$28M 0.01%
225,706
-451,535
1052
$28M 0.01%
384,143
+7,761
1053
$28M 0.01%
349,475
-60,504
1054
$27.8M 0.01%
152,653
-286,939
1055
$27.8M 0.01%
363,481
-629
1056
$27.7M 0.01%
91,242
+7,800
1057
$27.7M 0.01%
1,791,378
-128,981
1058
$27.7M 0.01%
1,095,086
-11,818
1059
$27.6M 0.01%
1,377,381
-91,428
1060
$27.5M 0.01%
732,920
+1,142
1061
$27.5M 0.01%
417,898
+26,434
1062
$27.4M 0.01%
177,354
-168,872
1063
$27.4M 0.01%
201,758
+58,756
1064
$27.4M 0.01%
73,171
-108,796
1065
$27.4M 0.01%
832,550
-554,789
1066
$27.4M 0.01%
323,696
-92,340
1067
$27.3M 0.01%
554,930
+363,510
1068
$27.3M 0.01%
1,161,508
-9,707
1069
$27.3M 0.01%
281,511
-20,835
1070
$27.3M 0.01%
925,898
-257,956
1071
$27.2M 0.01%
445,527
-3,810
1072
$27.1M 0.01%
721,668
+14,976
1073
$27.1M 0.01%
298,473
+44,838
1074
$27.1M 0.01%
404,841
-100,026
1075
$26.9M 0.01%
150,311
+20,598