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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$13.8M 0.01%
403,641
-7,175
1177
$13.8M 0.01%
159,324
-85,103
1178
$13.8M 0.01%
928,188
+12,901
1179
$13.8M 0.01%
47,621
+770
1180
$13.8M 0.01%
200,647
+43,492
1181
$13.8M 0.01%
434,354
+22,710
1182
$13.7M 0.01%
393,205
-262,813
1183
$13.7M 0.01%
325,163
-113,637
1184
$13.7M 0.01%
572,413
-84,093
1185
$13.7M 0.01%
984,977
-11,240,114
1186
$13.7M 0.01%
152,719
-851,501
1187
$13.7M 0.01%
716,986
+410,026
1188
$13.6M 0.01%
322,311
-53,739
1189
$13.6M 0.01%
178,910
-2,864
1190
$13.6M 0.01%
26,093
-245
1191
$13.6M 0.01%
631,891
+43,358
1192
$13.6M 0.01%
226,577
-211,511
1193
$13.6M 0.01%
471,842
-64,730
1194
$13.6M 0.01%
864,342
+323,495
1195
$13.5M 0.01%
299,651
+37,649
1196
$13.5M 0.01%
173,499
-150,836
1197
$13.5M 0.01%
435,194
+20,034
1198
$13.5M 0.01%
126,435
-3,516
1199
$13.5M 0.01%
436,498
+838
1200
$13.5M 0.01%
159,865
-20,139