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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$7.92M ﹤0.01%
492,556
+4,892
1577
$7.89M ﹤0.01%
125,979
-20,988
1578
$7.88M ﹤0.01%
57,912
-16,767
1579
$7.87M ﹤0.01%
589,507
+15,460
1580
$7.86M ﹤0.01%
1,572,374
-5,050
1581
$7.86M ﹤0.01%
155,044
-5,125
1582
$7.85M ﹤0.01%
313,890
+115,740
1583
$7.83M ﹤0.01%
172,740
-57,526
1584
$7.83M ﹤0.01%
95,990
+10,867
1585
$7.83M ﹤0.01%
806,472
+88,989
1586
$7.81M ﹤0.01%
283,357
-5,855
1587
$7.8M ﹤0.01%
528,496
-215,640
1588
$7.79M ﹤0.01%
16,897,440
+2,063,360
1589
$7.79M ﹤0.01%
560,684
+47,540
1590
$7.78M ﹤0.01%
128,194
-11,018
1591
$7.76M ﹤0.01%
297,593
-117,102
1592
$7.75M ﹤0.01%
2,034,163
-300,084
1593
$7.74M ﹤0.01%
148,008
-40,328
1594
$7.74M ﹤0.01%
457,766
-1,503
1595
$7.72M ﹤0.01%
976,830
-4,515
1596
$7.71M ﹤0.01%
317,514
-515,206
1597
$7.68M ﹤0.01%
330,249
+261,388
1598
$7.66M ﹤0.01%
249,733
-73,568
1599
$7.65M ﹤0.01%
253,529
-38,017
1600
$7.64M ﹤0.01%
563,683
-86,539