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
1426
$9.87M 0.01%
180,710
-73,766
1427
$9.82M 0.01%
216,572
+9,492
1428
$9.8M 0.01%
267,772
+5,600
1429
$9.78M 0.01%
65,047
-1,485
1430
$9.76M 0.01%
244,631
-235,334
1431
$9.76M 0.01%
508,514
-10,555
1432
$9.74M 0.01%
1,027,464
+349,820
1433
$9.73M 0.01%
73,503
-538,963
1434
$9.73M 0.01%
197,773
+116,661
1435
$9.71M 0.01%
410,924
+95,821
1436
$9.71M 0.01%
529,915
+137,275
1437
$9.7M 0.01%
133,227
+32,578
1438
$9.69M 0.01%
93,441
-2,549
1439
$9.68M 0.01%
257,173
+12,230
1440
$9.68M 0.01%
119,155
-4,337
1441
$9.68M 0.01%
309,476
-16,397
1442
$9.67M 0.01%
184,211
-257,636
1443
$9.66M 0.01%
1,162,481
+35,820
1444
$9.66M 0.01%
913,334
+18,649
1445
$9.64M 0.01%
92,218
+19,317
1446
$9.64M 0.01%
581,601
+183,080
1447
$9.64M 0.01%
394,740
-248,943
1448
$9.62M 0.01%
196,287
-25,336
1449
$9.62M 0.01%
216,169
+6,761
1450
$9.61M 0.01%
199,958
-69,500