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
1451
$14M ﹤0.01%
973,934
+291,603
1452
$14M ﹤0.01%
24,683
-2,125
1453
$14M ﹤0.01%
130,374
+39,104
1454
$13.9M ﹤0.01%
236,053
+10,358
1455
$13.8M ﹤0.01%
68,105
-3,712
1456
$13.8M ﹤0.01%
529,839
-22,814
1457
$13.8M ﹤0.01%
434,053
-32,601
1458
$13.8M ﹤0.01%
528,055
-22,151
1459
$13.8M ﹤0.01%
454,205
+9,119
1460
$13.8M ﹤0.01%
74,408
+2,012
1461
$13.8M ﹤0.01%
423,657
+97,780
1462
$13.8M ﹤0.01%
399,824
-3,690
1463
$13.7M ﹤0.01%
630,055
+51,151
1464
$13.7M ﹤0.01%
258,143
-1,609
1465
$13.7M ﹤0.01%
45,075
+4,536
1466
$13.6M ﹤0.01%
698,328
+110,041
1467
$13.6M ﹤0.01%
157,303
-756
1468
$13.6M ﹤0.01%
381,174
+105,656
1469
$13.6M ﹤0.01%
126,855
+2,117
1470
$13.5M ﹤0.01%
1,901,443
+215,367
1471
$13.5M ﹤0.01%
401,540
-9,168
1472
$13.4M ﹤0.01%
451,412
+177,350
1473
$13.4M ﹤0.01%
215,231
+226
1474
$13.4M ﹤0.01%
618,000
+32,565
1475
$13.4M ﹤0.01%
240,662
+62,171