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
1201
$24.2M 0.01%
178,657
+20,311
1202
$24.1M 0.01%
227,195
+58,465
1203
$24.1M 0.01%
858,087
+33,016
1204
$24M 0.01%
381,993
+5,859
1205
$24M 0.01%
138,841
+11,219
1206
$24M 0.01%
724,815
-128,364
1207
$24M 0.01%
118,766
+6,812
1208
$23.9M 0.01%
510,522
-109,557
1209
$23.9M 0.01%
489,440
-9,949
1210
$23.8M 0.01%
684,010
-35,716
1211
$23.8M 0.01%
1,065,027
-145,567
1212
$23.8M 0.01%
81,614
+5,022
1213
$23.8M 0.01%
570,171
-717,283
1214
$23.7M 0.01%
258,168
+46,251
1215
$23.7M 0.01%
1,177,460
+64,596
1216
$23.7M 0.01%
1,520,256
+1,501,188
1217
$23.7M 0.01%
1,010,340
-40,156
1218
$23.6M 0.01%
241,143
-48,218
1219
$23.5M 0.01%
159,152
+55,339
1220
$23.5M 0.01%
158,986
-110
1221
$23.3M 0.01%
629,398
-103,387
1222
$23.3M 0.01%
126,277
-112
1223
$23.2M 0.01%
321,781
+63,950
1224
$23.2M 0.01%
336,816
+82,967
1225
$22.9M 0.01%
257,017
+5,717