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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$8.5M 0.01%
314,788
+231,399
1552
$8.49M ﹤0.01%
245,518
+3,250
1553
$8.49M ﹤0.01%
123,361
+12,357
1554
$8.47M ﹤0.01%
548,127
+252,257
1555
$8.46M ﹤0.01%
372,322
-373,089
1556
$8.46M ﹤0.01%
106,744
+21,360
1557
$8.44M ﹤0.01%
227,010
+43,266
1558
$8.41M ﹤0.01%
+160,094
1559
$8.4M ﹤0.01%
162,544
-11,551
1560
$8.39M ﹤0.01%
286,067
-393
1561
$8.38M ﹤0.01%
458,160
-85,157
1562
$8.38M ﹤0.01%
521,366
+15,262
1563
$8.37M ﹤0.01%
404,353
-222,166
1564
$8.36M ﹤0.01%
197,284
+20,586
1565
$8.35M ﹤0.01%
244,780
-14,662
1566
$8.34M ﹤0.01%
482,656
+459
1567
$8.33M ﹤0.01%
143,350
-19,643
1568
$8.33M ﹤0.01%
357,045
-14,163
1569
$8.32M ﹤0.01%
177,607
-16,072
1570
$8.32M ﹤0.01%
419,163
+83,529
1571
$8.31M ﹤0.01%
201,706
-66,742
1572
$8.31M ﹤0.01%
248,109
-8,046
1573
$8.3M ﹤0.01%
212,536
-49,104
1574
$8.3M ﹤0.01%
462,262
-137,211
1575
$8.29M ﹤0.01%
108,145
-10,443