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
1151
$21.8M 0.01%
405,987
+56,773
1152
$21.7M 0.01%
491,646
+3,998
1153
$21.7M 0.01%
879,529
+389,561
1154
$21.6M 0.01%
2,106,122
-1,589,040
1155
$21.6M 0.01%
671,063
-21,782
1156
$21.5M 0.01%
370,129
-65,704
1157
$21.5M 0.01%
635,043
-65,231
1158
$21.4M 0.01%
414,157
-18,003
1159
$21.4M 0.01%
634,554
-48,535
1160
$21.4M 0.01%
393,086
+60,300
1161
$21.4M 0.01%
1,030,625
-4,565
1162
$21.4M 0.01%
181,614
-23,707
1163
$21.3M 0.01%
600,458
-25,568
1164
$21.3M 0.01%
815,521
-1,041,116
1165
$21.3M 0.01%
1,347,271
-560,810
1166
$21.3M 0.01%
740,854
-26,143
1167
$21.1M 0.01%
122,756
-100,623
1168
$20.9M 0.01%
2,339,844
+1,225
1169
$20.9M 0.01%
1,067,644
-37,008
1170
$20.9M 0.01%
932,081
-49,571
1171
$20.8M 0.01%
417,260
-32,694
1172
$20.7M 0.01%
335,933
-33,471
1173
$20.7M 0.01%
1,235,061
+27,120
1174
$20.7M 0.01%
211,951
+121,827
1175
$20.7M 0.01%
51,516
-22,319