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
1526
$14.1M ﹤0.01%
583,580
+149,693
1527
$14.1M ﹤0.01%
38,163
-521
1528
$14M ﹤0.01%
102,551
-41,472
1529
$14M ﹤0.01%
81,079
-99,860
1530
$14M ﹤0.01%
231,270
+10,574
1531
$13.9M ﹤0.01%
189,085
+56,965
1532
$13.9M ﹤0.01%
1,663,336
+124,089
1533
$13.9M ﹤0.01%
194,411
+95,421
1534
$13.9M ﹤0.01%
468,522
-250,871
1535
$13.9M ﹤0.01%
160,511
-5,259
1536
$13.8M ﹤0.01%
722,413
-28,646
1537
$13.8M ﹤0.01%
1,174,353
+44,612
1538
$13.8M ﹤0.01%
300,889
+7,943
1539
$13.8M ﹤0.01%
178,343
-4,701
1540
$13.7M ﹤0.01%
222,664
+10,103
1541
$13.7M ﹤0.01%
145,204
+12,863
1542
$13.6M ﹤0.01%
1,365,921
+647,441
1543
$13.6M ﹤0.01%
1,549,506
+99,456
1544
$13.5M ﹤0.01%
500,757
+17,093
1545
$13.5M ﹤0.01%
276,866
+32,556
1546
$13.5M ﹤0.01%
1,019,465
-29,250
1547
$13.4M ﹤0.01%
7,172
+583
1548
$13.4M ﹤0.01%
317,053
+132,407
1549
$13.4M ﹤0.01%
189,422
-15,213
1550
$13.4M ﹤0.01%
127,031
+31,327