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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$12.7M 0.01%
+209,367
1227
$12.7M 0.01%
+474,906
1228
$12.7M 0.01%
+283,120
1229
$12.7M 0.01%
+260,839
1230
$12.6M 0.01%
+264,245
1231
$12.6M 0.01%
+261,016
1232
$12.6M 0.01%
+260,625
1233
$12.6M 0.01%
+682,411
1234
$12.6M 0.01%
+806,709
1235
$12.6M 0.01%
+273,695
1236
$12.5M 0.01%
+662,012
1237
$12.5M 0.01%
+254,145
1238
$12.4M 0.01%
+401,190
1239
$12.4M 0.01%
+361,397
1240
$12.4M 0.01%
+1,142,238
1241
$12.4M 0.01%
+1,473,900
1242
$12.4M 0.01%
+139,994
1243
$12.4M 0.01%
+916,027
1244
$12.3M 0.01%
+290,237
1245
$12.3M 0.01%
+675,446
1246
$12.3M 0.01%
+573,331
1247
$12.3M 0.01%
+525,651
1248
$12.3M 0.01%
+481,841
1249
$12.3M 0.01%
+267,021
1250
$12.3M 0.01%
+284,053