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
1601
$7.64M ﹤0.01%
291,162
+36,630
1602
$7.62M ﹤0.01%
94,416
-55,738
1603
$7.62M ﹤0.01%
170,204
+562
1604
$7.61M ﹤0.01%
581,140
-24
1605
$7.6M ﹤0.01%
146,127
-4,462
1606
$7.6M ﹤0.01%
159,287
-67,821
1607
$7.6M ﹤0.01%
24,335
+6,809
1608
$7.59M ﹤0.01%
99,738
-4,076
1609
$7.58M ﹤0.01%
323,652
-17,165
1610
$7.57M ﹤0.01%
209,386
-295,654
1611
$7.56M ﹤0.01%
603,136
+54,009
1612
$7.53M ﹤0.01%
615,383
+137,764
1613
$7.53M ﹤0.01%
1,490,109
+14,430
1614
$7.51M ﹤0.01%
80,268
+7,886
1615
$7.5M ﹤0.01%
191,988
+187
1616
$7.5M ﹤0.01%
880,954
-169,027
1617
$7.5M ﹤0.01%
217,688
-871
1618
$7.47M ﹤0.01%
241,644
+7,092
1619
$7.47M ﹤0.01%
351,915
-779,085
1620
$7.46M ﹤0.01%
257,078
+47,303
1621
$7.45M ﹤0.01%
244,943
+53,771
1622
$7.44M ﹤0.01%
506,104
+106,548
1623
$7.44M ﹤0.01%
514,488
+83,980
1624
$7.42M ﹤0.01%
1,457,446
1625
$7.41M ﹤0.01%
194,646
+192,194