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
1126
$22.8M 0.01%
127,934
-1,467
1127
$22.8M 0.01%
372,247
-4,288
1128
$22.8M 0.01%
6,088,768
+5,903,714
1129
$22.6M 0.01%
497,205
+96,963
1130
$22.6M 0.01%
1,547,692
+731,594
1131
$22.6M 0.01%
1,358,665
-176,405
1132
$22.6M 0.01%
170,210
+59,033
1133
$22.5M 0.01%
576,008
-82,692
1134
$22.5M 0.01%
175,856
-8,235
1135
$22.5M 0.01%
244,812
-16,905
1136
$22.4M 0.01%
385,020
+48,895
1137
$22.4M 0.01%
1,334,059
-98,308
1138
$22.4M 0.01%
2,719,101
-46,143
1139
$22.4M 0.01%
157,570
+16,260
1140
$22.3M 0.01%
519,428
+32,043
1141
$22.3M 0.01%
651,726
-49,897
1142
$22.2M 0.01%
175,081
-3,434
1143
$22.1M 0.01%
506,041
+210,835
1144
$22.1M 0.01%
561,342
+2,372
1145
$22M 0.01%
370,641
+4,951
1146
$22M 0.01%
264,346
-3,137
1147
$21.9M 0.01%
736,956
-126,588
1148
$21.9M 0.01%
166,731
-26,161
1149
$21.9M 0.01%
1,100,299
+6,612
1150
$21.9M 0.01%
230,806
+28,295