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
1501
$12.9M ﹤0.01%
490,780
+104,331
1502
$12.8M ﹤0.01%
156,408
-16,284
1503
$12.8M ﹤0.01%
187,962
-21,534
1504
$12.8M ﹤0.01%
819,327
+11,458
1505
$12.8M ﹤0.01%
280,546
+7,540
1506
$12.8M ﹤0.01%
702,218
-18,208
1507
$12.7M ﹤0.01%
232,311
+58,015
1508
$12.7M ﹤0.01%
357,756
-11,570
1509
$12.7M ﹤0.01%
326,856
+275,047
1510
$12.7M ﹤0.01%
539,585
-11,169
1511
$12.7M ﹤0.01%
351,711
+90,326
1512
$12.7M ﹤0.01%
487,909
+28,816
1513
$12.7M ﹤0.01%
476,403
-141,700
1514
$12.7M ﹤0.01%
451,339
-16,268
1515
$12.6M ﹤0.01%
104,692
-91,554
1516
$12.6M ﹤0.01%
487,235
+328,571
1517
$12.6M ﹤0.01%
1,151,120
-451,580
1518
$12.5M ﹤0.01%
277,557
-61,499
1519
$12.5M ﹤0.01%
111,528
+2,344
1520
$12.5M ﹤0.01%
129,467
-832
1521
$12.4M ﹤0.01%
210,107
-468,122
1522
$12.4M ﹤0.01%
427,598
-283
1523
$12.4M ﹤0.01%
79,336
+437
1524
$12.4M ﹤0.01%
249,206
-42,489
1525
$12.4M ﹤0.01%
583,977
-274,365