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
1276
$12.2M 0.01%
449,986
+25,481
1277
$12.2M 0.01%
457,068
-197,143
1278
$12.2M 0.01%
1,466,709
-3,388
1279
$12.2M 0.01%
78,005
-12,554
1280
$12.2M 0.01%
322,616
-117,781
1281
$12.2M 0.01%
425,503
+282,175
1282
$12.1M 0.01%
244,861
+26,822
1283
$12.1M 0.01%
291,165
+229,099
1284
$12.1M 0.01%
288,628
-50,026
1285
$12.1M 0.01%
249,315
+36,087
1286
$12.1M 0.01%
108,523
-43,413
1287
$12.1M 0.01%
2,494,590
-5,508,510
1288
$12.1M 0.01%
253,723
+83,064
1289
$12.1M 0.01%
452,353
+192,734
1290
$12M 0.01%
896,740
-2,972,300
1291
$12M 0.01%
300,860
+18,397
1292
$12M 0.01%
429,586
+6,780
1293
$12M 0.01%
242,470
-3,037
1294
$12M 0.01%
879,873
-139,410
1295
$12M 0.01%
681,981
+177,795
1296
$12M 0.01%
448,347
-4,188
1297
$12M 0.01%
111,942
-217
1298
$12M 0.01%
669,325
-14,227
1299
$11.9M 0.01%
733,340
-50,690
1300
$11.9M 0.01%
405,381
-64,552