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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$11.1M 0.01%
1,127,241
+43,369
1327
$11.1M 0.01%
1,436,504
+416,659
1328
$11.1M 0.01%
206,707
-10,969
1329
$11M 0.01%
194,091
+98,392
1330
$11M 0.01%
453,255
-10,620
1331
$11M 0.01%
349,141
-9,284
1332
$11M 0.01%
321,640
+19,388
1333
$11M 0.01%
242,409
-148,747
1334
$11M 0.01%
203,219
-1,634
1335
$11M 0.01%
97,426
-585
1336
$10.9M 0.01%
105,667
+4,236
1337
$10.9M 0.01%
1,505,743
-22,493
1338
$10.9M 0.01%
407,664
-63,877
1339
$10.9M 0.01%
247,469
-329,170
1340
$10.9M 0.01%
302,344
+140,078
1341
$10.9M 0.01%
375,350
-86,520
1342
$10.9M 0.01%
243,797
-2,503
1343
$10.9M 0.01%
409,536
+95,493
1344
$10.8M 0.01%
100,000
1345
$10.8M 0.01%
256,902
-77,521
1346
$10.8M 0.01%
466,497
+1,944
1347
$10.8M 0.01%
730,589
+33,050
1348
$10.8M 0.01%
218,039
-30,371
1349
$10.8M 0.01%
112,159
-3,066
1350
$10.8M 0.01%
140,351
+190