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
1051
$31.7M 0.01%
391,388
-359,702
1052
$31.7M 0.01%
94,205
-37,957
1053
$31.7M 0.01%
175,346
-49,905
1054
$31.7M 0.01%
717,911
-253,188
1055
$31.7M 0.01%
503,323
+135,532
1056
$31.6M 0.01%
1,427,829
-189,082
1057
$31.6M 0.01%
786,583
+34,182
1058
$31.5M 0.01%
805,014
+53,374
1059
$31.4M 0.01%
1,091,310
+617,100
1060
$31.4M 0.01%
783,043
+40,406
1061
$31.4M 0.01%
636,007
+3,479
1062
$31.4M 0.01%
85,712
+7,648
1063
$31.4M 0.01%
123,872
-3,851
1064
$31.2M 0.01%
378,631
-154,929
1065
$31.2M 0.01%
1,169,093
+64,317
1066
$31.2M 0.01%
275,809
+12,279
1067
$31.1M 0.01%
478,313
+171
1068
$31.1M 0.01%
977,782
+78,011
1069
$31.1M 0.01%
830,126
+217,208
1070
$31.1M 0.01%
2,233,795
+250,973
1071
$31M 0.01%
273,477
-38,836
1072
$30.9M 0.01%
772,515
+157,060
1073
$30.8M 0.01%
378,597
-13,491
1074
$30.7M 0.01%
2,746,420
+408,930
1075
$30.7M 0.01%
1,318,585
+110,327