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
1301
$11.9M 0.01%
174,335
-36,092
1302
$11.9M 0.01%
247,121
-355,934
1303
$11.9M 0.01%
258,636
-412,344
1304
$11.8M 0.01%
247,873
-3,140
1305
$11.8M 0.01%
357,198
+35,634
1306
$11.8M 0.01%
663,908
-10,921
1307
$11.8M 0.01%
176,853
+10,429
1308
$11.8M 0.01%
265,994
+8,972
1309
$11.8M 0.01%
156,818
+2,273
1310
$11.8M 0.01%
496,332
+39,417
1311
$11.7M 0.01%
1,709,635
+77,992
1312
$11.7M 0.01%
736,319
-52,862
1313
$11.7M 0.01%
1,435,839
-613,189
1314
$11.7M 0.01%
379,469
-6,613
1315
$11.7M 0.01%
168,967
+11,479
1316
$11.7M 0.01%
1,026,175
-16,514
1317
$11.7M 0.01%
464,723
-8,993
1318
$11.6M 0.01%
574,070
-488,257
1319
$11.6M 0.01%
1,088,130
-19,854
1320
$11.6M 0.01%
318,172
-73,298
1321
$11.6M 0.01%
205,388
+32,648
1322
$11.6M 0.01%
268,479
+12,226
1323
$11.6M 0.01%
154,370
-232,330
1324
$11.6M 0.01%
205,278
+73,143
1325
$11.6M 0.01%
494,017
-108,957