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
1576
$11.6M ﹤0.01%
157,665
+1,553
1577
$11.6M ﹤0.01%
1,008,322
+115,005
1578
$11.6M ﹤0.01%
491,294
+51,294
1579
$11.6M ﹤0.01%
171,651
-1,010
1580
$11.6M ﹤0.01%
544,188
+113,926
1581
$11.6M ﹤0.01%
300,961
+215,431
1582
$11.6M ﹤0.01%
420,330
+325,186
1583
$11.6M ﹤0.01%
256,773
+67,336
1584
$11.6M ﹤0.01%
283,190
-71,863
1585
$11.5M ﹤0.01%
564,617
+121,007
1586
$11.5M ﹤0.01%
62,032
-21,985
1587
$11.5M ﹤0.01%
306,222
+45,059
1588
$11.5M ﹤0.01%
370,037
+5,879
1589
$11.5M ﹤0.01%
188,923
-1,035
1590
$11.4M ﹤0.01%
174,118
+15,139
1591
$11.4M ﹤0.01%
110,811
+25,305
1592
$11.4M ﹤0.01%
129,659
+30,306
1593
$11.4M ﹤0.01%
505,803
-181
1594
$11.4M ﹤0.01%
220,416
-65,660
1595
$11.4M ﹤0.01%
737,565
-171,226
1596
$11.4M ﹤0.01%
1,138,844
-90,650
1597
$11.4M ﹤0.01%
55,049
-1,088
1598
$11.3M ﹤0.01%
364,218
+154,389
1599
$11.3M ﹤0.01%
229,465
+86
1600
$11.3M ﹤0.01%
387,002
-2,991