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
1226
$22.9M 0.01%
201,347
+4,257
1227
$22.9M 0.01%
39,341
+2,420
1228
$22.9M 0.01%
1,582,730
+970,771
1229
$22.7M 0.01%
1,270,779
+30,398
1230
$22.7M 0.01%
161,980
+56,635
1231
$22.6M 0.01%
633,770
+18,591
1232
$22.6M 0.01%
531,041
-23,166
1233
$22.5M 0.01%
296,292
+269,853
1234
$22.5M 0.01%
252,564
+222,476
1235
$22.4M 0.01%
386,121
+82,542
1236
$22.4M 0.01%
413,602
-1,229,958
1237
$22.4M 0.01%
724,502
-120,696
1238
$22.3M 0.01%
657,148
-109,292
1239
$22.3M 0.01%
78,050
+20,717
1240
$22.3M 0.01%
274,512
-371,514
1241
$22.2M 0.01%
1,228,035
-26,950
1242
$22.2M 0.01%
617,358
-253,428
1243
$22.2M 0.01%
439,752
+21,593
1244
$22.2M 0.01%
970,412
+131,307
1245
$22.2M 0.01%
425,561
-36,036
1246
$22.1M 0.01%
414,763
-33,153
1247
$22M 0.01%
52,391
-2,455
1248
$21.9M 0.01%
364,298
+36,610
1249
$21.9M 0.01%
486,475
-371,389
1250
$21.8M 0.01%
453,592
-27,068