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
1101
$25.6M 0.01%
454,458
-23,010
1102
$25.6M 0.01%
108,558
-17,935
1103
$25.5M 0.01%
650,704
-18,752
1104
$25.5M 0.01%
805,079
+6,629
1105
$25.4M 0.01%
387,765
-80,101
1106
$25.4M 0.01%
613,104
-42,102
1107
$25.4M 0.01%
487,038
-60,999
1108
$25.3M 0.01%
774,788
-126,320
1109
$25.3M 0.01%
1,087,531
+530,463
1110
$25.3M 0.01%
473,684
-21,638
1111
$25.2M 0.01%
499,986
-11,163
1112
$25.2M 0.01%
624,433
-707
1113
$25.1M 0.01%
103,599
-7,549
1114
$25.1M 0.01%
1,237,897
+126,295
1115
$25.1M 0.01%
+684,678
1116
$25.1M 0.01%
2,477,267
-209,609
1117
$25M 0.01%
447,100
-105,885
1118
$25M 0.01%
576,205
+83,799
1119
$24.9M 0.01%
447,766
-36,040
1120
$24.9M 0.01%
168,503
-84,012
1121
$24.9M 0.01%
3,320,834
-102,781
1122
$24.9M 0.01%
155,445
+191
1123
$24.8M 0.01%
954,451
+27,160
1124
$24.8M 0.01%
1,198,050
-538,536
1125
$24.8M 0.01%
273,984
+14,643