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
1551
$12M ﹤0.01%
175,509
-4,943
1552
$11.9M ﹤0.01%
203,053
-387,400
1553
$11.9M ﹤0.01%
1,047,565
+39,029
1554
$11.9M ﹤0.01%
268,774
-92,497
1555
$11.9M ﹤0.01%
46,851
+714
1556
$11.9M ﹤0.01%
439,740
-123,129
1557
$11.9M ﹤0.01%
162,310
-1,391
1558
$11.9M ﹤0.01%
291,897
-13,768
1559
$11.9M ﹤0.01%
244,591
-14,872
1560
$11.9M ﹤0.01%
211,169
-260,846
1561
$11.9M ﹤0.01%
158,714
+24,957
1562
$11.9M ﹤0.01%
571,330
-28,405
1563
$11.8M ﹤0.01%
279,004
+81,511
1564
$11.8M ﹤0.01%
346,041
+601
1565
$11.8M ﹤0.01%
130,000
-7,500
1566
$11.8M ﹤0.01%
381,797
-386,864
1567
$11.8M ﹤0.01%
101,241
+10,994
1568
$11.8M ﹤0.01%
256,931
-19,838
1569
$11.8M ﹤0.01%
208,750
-7,940
1570
$11.7M ﹤0.01%
494,534
-2,325
1571
$11.7M ﹤0.01%
127,959
-9,232
1572
$11.7M ﹤0.01%
339,342
-11,631
1573
$11.7M ﹤0.01%
226,511
+40,287
1574
$11.7M ﹤0.01%
1,196,884
-335,281
1575
$11.7M ﹤0.01%
182,998
+8,903