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
1226
$13M 0.01%
41,150
+2,000
1227
$12.9M 0.01%
280,986
-39,096
1228
$12.9M 0.01%
379,248
+183,126
1229
$12.9M 0.01%
283,281
+33,955
1230
$12.9M 0.01%
397,654
-10,010
1231
$12.9M 0.01%
207,664
-4,528
1232
$12.9M 0.01%
135,325
-5,026
1233
$12.8M 0.01%
707,263
-239,947
1234
$12.8M 0.01%
197,519
-5,700
1235
$12.8M 0.01%
632,880
-388,040
1236
$12.8M 0.01%
292,897
-315,170
1237
$12.8M 0.01%
342,972
-34,561
1238
$12.8M 0.01%
448,994
-192,399
1239
$12.7M 0.01%
168,620
-160,591
1240
$12.7M 0.01%
200,907
-5,800
1241
$12.7M 0.01%
527,831
-159,212
1242
$12.7M 0.01%
379,482
-45,940
1243
$12.7M 0.01%
354,688
+350,200
1244
$12.7M 0.01%
160,233
-7,700
1245
$12.7M 0.01%
178,915
+2,230
1246
$12.6M 0.01%
153,756
+41,775
1247
$12.6M 0.01%
190,065
+8,590
1248
$12.6M 0.01%
287,735
+19,550
1249
$12.6M 0.01%
467,800
-14,957
1250
$12.6M 0.01%
461,486
-21,526