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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$18.8M 0.01%
342,043
+255,114
1352
$18.8M 0.01%
308,172
-13,023
1353
$18.8M 0.01%
933,562
-399,775
1354
$18.6M 0.01%
98,814
-10,281
1355
$18.6M 0.01%
294,784
+1,746
1356
$18.6M 0.01%
949,432
+196,817
1357
$18.6M 0.01%
277,039
-28,524
1358
$18.6M 0.01%
377,586
-189,369
1359
$18.6M 0.01%
187,637
+134,220
1360
$18.5M 0.01%
153,505
-26,009
1361
$18.4M 0.01%
209,024
+17,707
1362
$18.4M 0.01%
750,910
+172,122
1363
$18.2M ﹤0.01%
+1,677,327
1364
$18.2M ﹤0.01%
123,812
-121,874
1365
$18.2M ﹤0.01%
1,406,441
+176,384
1366
$18.1M ﹤0.01%
227,082
-40,249
1367
$18.1M ﹤0.01%
1,926,240
+1,021,056
1368
$18M ﹤0.01%
350,238
-2,867
1369
$18M ﹤0.01%
328,324
-3,178
1370
$18M ﹤0.01%
268,101
+42,803
1371
$18M ﹤0.01%
107,783
+19,728
1372
$18M ﹤0.01%
497,641
-101,551
1373
$17.9M ﹤0.01%
141,597
-396,377
1374
$17.9M ﹤0.01%
628,854
-162,702
1375
$17.8M ﹤0.01%
521,979
+3,929