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
1476
$13.9M ﹤0.01%
408,863
+391,621
1477
$13.9M ﹤0.01%
1,001,798
+533,889
1478
$13.9M ﹤0.01%
195,744
-155,242
1479
$13.9M ﹤0.01%
744,208
+2,772
1480
$13.9M ﹤0.01%
387,501
-2,732
1481
$13.9M ﹤0.01%
242,383
-878,196
1482
$13.9M ﹤0.01%
700,612
+427,065
1483
$13.9M ﹤0.01%
2,886,897
+272,907
1484
$13.9M ﹤0.01%
257,912
-43,653
1485
$13.9M ﹤0.01%
219,476
-6,723
1486
$13.8M ﹤0.01%
245,206
-231,972
1487
$13.8M ﹤0.01%
+386,639
1488
$13.8M ﹤0.01%
943,656
-36,605
1489
$13.8M ﹤0.01%
4,063,769
+134,721
1490
$13.8M ﹤0.01%
147,959
+688
1491
$13.8M ﹤0.01%
195,841
+44,288
1492
$13.8M ﹤0.01%
126,839
-2,771
1493
$13.7M ﹤0.01%
920,074
-115,309
1494
$13.7M ﹤0.01%
559,095
+49,523
1495
$13.7M ﹤0.01%
454,436
-234,732
1496
$13.7M ﹤0.01%
760,127
-32,969
1497
$13.6M ﹤0.01%
179,599
-9,743
1498
$13.6M ﹤0.01%
568,046
-12,429
1499
$13.6M ﹤0.01%
166,476
-47,713
1500
$13.6M ﹤0.01%
107,626
-6,064