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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$21.3M 0.01%
454,337
+50,349
1202
$21.2M 0.01%
961,111
-2,976
1203
$21.2M 0.01%
245,151
-8,638
1204
$21.2M 0.01%
2,330,491
+261,450
1205
$21.1M 0.01%
319,788
+7,938
1206
$21.1M 0.01%
2,283,235
+367,740
1207
$21M 0.01%
440,653
-10,495
1208
$21M 0.01%
493,141
-427,932
1209
$20.9M 0.01%
205,645
-7,899
1210
$20.9M 0.01%
1,362,454
+466,185
1211
$20.9M 0.01%
430,590
-54,524
1212
$20.9M 0.01%
322,961
-85,933
1213
$20.8M 0.01%
108,264
-10,377
1214
$20.8M 0.01%
684,061
+61,836
1215
$20.8M 0.01%
2,215,321
+71,129
1216
$20.8M 0.01%
+1,675,001
1217
$20.8M 0.01%
879,571
-22,310
1218
$20.8M 0.01%
908,500
+537,171
1219
$20.8M 0.01%
824,506
-9,049
1220
$20.7M 0.01%
174,684
-15,976
1221
$20.7M 0.01%
331,808
+116,325
1222
$20.7M 0.01%
498,535
+72,383
1223
$20.7M 0.01%
239,940
-3,056
1224
$20.6M 0.01%
328,035
-6,768
1225
$20.6M 0.01%
463,378
-514,632