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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$16.6M 0.01%
132,069
-2,931
1327
$16.6M 0.01%
502,705
+9,706
1328
$16.6M 0.01%
521,992
-482,028
1329
$16.6M 0.01%
590,705
-143,971
1330
$16.5M 0.01%
653,537
+158,878
1331
$16.5M 0.01%
211,617
-10,776
1332
$16.5M 0.01%
194,317
+53,587
1333
$16.5M 0.01%
800,340
+88,940
1334
$16.4M 0.01%
717,726
-562,575
1335
$16.4M 0.01%
475,162
1336
$16.4M 0.01%
813,819
-91,593
1337
$16.4M 0.01%
209,126
-87,702
1338
$16.4M 0.01%
223,383
-1,729
1339
$16.4M 0.01%
13,624
+12,458
1340
$16.4M 0.01%
255,694
-20,342
1341
$16.4M 0.01%
40
+1
1342
$16.3M 0.01%
943,028
+355,825
1343
$16.3M 0.01%
183,883
-22,258
1344
$16.3M 0.01%
470,179
-53,123
1345
$16.3M 0.01%
166,106
-26,329
1346
$16.3M 0.01%
421,655
-48,962
1347
$16.3M 0.01%
1,633,855
+327,043
1348
$16.3M 0.01%
177,042
+1,980
1349
$16.3M 0.01%
180,339
+2,169
1350
$16.3M 0.01%
319,393
+9,489