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
1176
$24.9M 0.01%
598,973
-8,794
1177
$24.9M 0.01%
392,362
-43,863
1178
$24.9M 0.01%
1,338,311
+80,093
1179
$24.9M 0.01%
486,544
+45,872
1180
$24.9M 0.01%
1,245,050
1181
$24.8M 0.01%
64,893
-25,848
1182
$24.8M 0.01%
1,029,479
+103,468
1183
$24.7M 0.01%
641,341
+120,841
1184
$24.7M 0.01%
1,245,050
1185
$24.6M 0.01%
831,551
+11,770
1186
$24.6M 0.01%
554,370
-147,869
1187
$24.6M 0.01%
759,495
-7,231
1188
$24.5M 0.01%
321,800
-157,407
1189
$24.4M 0.01%
308,096
-1,031,908
1190
$24.4M 0.01%
268,812
-17,232
1191
$24.4M 0.01%
555,000
+150,000
1192
$24.4M 0.01%
572,023
-20,319
1193
$24.4M 0.01%
674,733
-134,740
1194
$24.3M 0.01%
159,823
+64,758
1195
$24.3M 0.01%
1,822,320
+450,618
1196
$24.3M 0.01%
3,924,147
+1,951,056
1197
$24.3M 0.01%
+490,800
1198
$24.2M 0.01%
571,800
-354,762
1199
$24.2M 0.01%
137,221
-13,026
1200
$24.2M 0.01%
3,715,238
+509,310