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
1251
$19.8M 0.01%
361,459
-13,426
1252
$19.8M 0.01%
654,599
+433,690
1253
$19.8M 0.01%
391,155
-22,715
1254
$19.8M 0.01%
963,913
-4,081,232
1255
$19.8M 0.01%
375,910
-21,057
1256
$19.8M 0.01%
917,915
-41,065
1257
$19.8M 0.01%
750,264
+15,333
1258
$19.6M 0.01%
452,007
-41,208
1259
$19.6M 0.01%
281,848
-524,873
1260
$19.6M 0.01%
215,406
+25,160
1261
$19.5M 0.01%
180,599
-69,063
1262
$19.4M 0.01%
548,494
-238,363
1263
$19.4M 0.01%
482,285
-50,043
1264
$19.4M 0.01%
593,234
-30,634
1265
$19.3M 0.01%
657,228
-100,395
1266
$19.3M 0.01%
1,539,300
+58,812
1267
$19.2M 0.01%
216,864
-58,951
1268
$19.2M 0.01%
241,633
-57,482
1269
$19.1M 0.01%
1,014,919
-194,358
1270
$19.1M 0.01%
437,761
-42,986
1271
$19.1M 0.01%
369,101
+76,684
1272
$19.1M 0.01%
1,378,520
+11,597
1273
$19.1M 0.01%
1,857,886
+266,850
1274
$19.1M 0.01%
204,517
-6,894
1275
$19.1M 0.01%
199,560
-11,980