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
1451
$15.9M ﹤0.01%
490,283
+38,973
1452
$15.9M ﹤0.01%
264,238
+50,887
1453
$15.9M ﹤0.01%
355,232
+36,113
1454
$15.8M ﹤0.01%
290,686
+115,338
1455
$15.8M ﹤0.01%
480,893
+262,586
1456
$15.8M ﹤0.01%
98,336
+33,431
1457
$15.8M ﹤0.01%
281,170
+14,851
1458
$15.7M ﹤0.01%
218,982
+50,122
1459
$15.7M ﹤0.01%
325,026
-2,564
1460
$15.7M ﹤0.01%
257,301
-199
1461
$15.6M ﹤0.01%
404,084
-295,477
1462
$15.6M ﹤0.01%
123,585
-137,091
1463
$15.6M ﹤0.01%
152,775
-18,548
1464
$15.6M ﹤0.01%
301,419
-24,061
1465
$15.6M ﹤0.01%
965,850
-80,387
1466
$15.6M ﹤0.01%
96,442
+13,460
1467
$15.5M ﹤0.01%
320,873
-205,069
1468
$15.5M ﹤0.01%
192,361
-16,429
1469
$15.5M ﹤0.01%
145,886
+10,922
1470
$15.5M ﹤0.01%
580,096
+69,209
1471
$15.5M ﹤0.01%
83,938
-5,696
1472
$15.4M ﹤0.01%
1,406,841
+138,380
1473
$15.4M ﹤0.01%
396,922
-81,818
1474
$15.4M ﹤0.01%
610,883
+31,886
1475
$15.3M ﹤0.01%
1,386,581
+1,078,834