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
1101
$29.3M 0.01%
407,233
+310,149
1102
$29.2M 0.01%
557,090
-33,892
1103
$29.2M 0.01%
355,537
-42,083
1104
$29.2M 0.01%
637,954
+60,480
1105
$29.1M 0.01%
431,539
-21,605
1106
$29.1M 0.01%
600,311
-40,987
1107
$29.1M 0.01%
2,746,942
+119,096
1108
$29M 0.01%
1,023,415
+41,489
1109
$28.9M 0.01%
732,064
+290,299
1110
$28.9M 0.01%
1,380,889
-38,014
1111
$28.9M 0.01%
844,926
+6,068
1112
$28.9M 0.01%
277,509
+16,784
1113
$28.9M 0.01%
341,890
+45,131
1114
$28.8M 0.01%
400,501
-469,746
1115
$28.8M 0.01%
113,229
+8,599
1116
$28.6M 0.01%
223,483
-18,755
1117
$28.5M 0.01%
117,000
+1,142
1118
$28.5M 0.01%
225,975
-1,335
1119
$28.3M 0.01%
127,356
-11,472
1120
$28.3M 0.01%
1,391,478
+370,111
1121
$28.3M 0.01%
551,661
+15,280
1122
$28.2M 0.01%
187,971
+22,674
1123
$28.2M 0.01%
1,849,477
+85,185
1124
$28.1M 0.01%
349,795
-713,148
1125
$28M 0.01%
285,934
-24,662