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
1426
$14.4M 0.01%
677,659
+62,503
1427
$14.4M 0.01%
775,982
+58,620
1428
$14.4M 0.01%
202,139
-555
1429
$14.4M 0.01%
3,771,267
+168,786
1430
$14.4M 0.01%
969,244
-170,196
1431
$14.3M 0.01%
315,914
-74,987
1432
$14.3M 0.01%
250,342
+135
1433
$14.3M 0.01%
405,380
-40,177
1434
$14.3M 0.01%
80,354
+26,868
1435
$14.3M 0.01%
169,336
+55,983
1436
$14.3M 0.01%
162,713
-120,671
1437
$14.2M 0.01%
518,568
-48,968
1438
$14.2M 0.01%
125,492
-28,034
1439
$14.2M 0.01%
573,656
-859,090
1440
$14.2M ﹤0.01%
11,028
-3,342
1441
$14.2M ﹤0.01%
742,869
-177,672
1442
$14.2M ﹤0.01%
522,044
-79,521
1443
$14.1M ﹤0.01%
240,753
-22,075
1444
$14.1M ﹤0.01%
1,039,960
+110,038
1445
$14.1M ﹤0.01%
1,944,003
+86,871
1446
$14.1M ﹤0.01%
263,031
+98
1447
$14.1M ﹤0.01%
506,146
+195,355
1448
$14M ﹤0.01%
362,728
-1,655
1449
$14M ﹤0.01%
628,390
-156,661
1450
$14M ﹤0.01%
261,614
+6,570