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
1326
$17.8M 0.01%
80,417
-6,453
1327
$17.7M 0.01%
+747,757
1328
$17.7M 0.01%
228,111
-42,675
1329
$17.7M 0.01%
657,697
-23,463
1330
$17.7M 0.01%
739,522
-468,122
1331
$17.7M 0.01%
707,077
+119,869
1332
$17.6M 0.01%
477,140
-43,888
1333
$17.6M 0.01%
119,298
+7,989
1334
$17.6M 0.01%
465,162
1335
$17.6M 0.01%
732,554
-115,105
1336
$17.6M 0.01%
281,174
-64,643
1337
$17.5M 0.01%
1,944,985
-3,502,583
1338
$17.5M 0.01%
182,614
-17,705
1339
$17.4M 0.01%
1,066,342
-28,414
1340
$17.4M 0.01%
463,678
-199,761
1341
$17.4M 0.01%
1,683,718
-117,675
1342
$17.4M 0.01%
379,259
+79,239
1343
$17.4M 0.01%
264,849
-4,147
1344
$17.3M 0.01%
676,206
+463,589
1345
$17.3M 0.01%
228,139
-45,474
1346
$17.3M 0.01%
268,319
+23,343
1347
$17.3M 0.01%
251,519
-18,738
1348
$17.3M 0.01%
262,104
-2,307
1349
$17.3M 0.01%
286,862
-9,092
1350
$17.3M 0.01%
104,990
+21,279