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
1451
$14.5M ﹤0.01%
140,376
-5,383
1452
$14.5M ﹤0.01%
95,595
-17,037
1453
$14.5M ﹤0.01%
975,021
+643,009
1454
$14.4M ﹤0.01%
441,225
+431,861
1455
$14.4M ﹤0.01%
184,529
+100
1456
$14.4M ﹤0.01%
53,862
-13,007
1457
$14.4M ﹤0.01%
189,341
-40,682
1458
$14.3M ﹤0.01%
139,370
-7,483
1459
$14.3M ﹤0.01%
390,483
-11,810
1460
$14.3M ﹤0.01%
496,542
-6,871
1461
$14.2M ﹤0.01%
358,916
+2,277
1462
$14.2M ﹤0.01%
434,280
-58,460
1463
$14.2M ﹤0.01%
1,527,712
-195,658
1464
$14.2M ﹤0.01%
781,431
+72,438
1465
$14.2M ﹤0.01%
133,511
+12,705
1466
$14.1M ﹤0.01%
328,625
+38,239
1467
$14.1M ﹤0.01%
178,554
-10,898
1468
$14.1M ﹤0.01%
1,525,476
-77,442
1469
$14.1M ﹤0.01%
348,540
-96,748
1470
$14M ﹤0.01%
148,490
+17,991
1471
$14M ﹤0.01%
791,058
-77,640
1472
$14M ﹤0.01%
189,976
-18,371
1473
$14M ﹤0.01%
689,552
-31,817
1474
$14M ﹤0.01%
213,258
+31,662
1475
$14M ﹤0.01%
254,155
+4,558