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
1701
$7.07M ﹤0.01%
360,822
-361
1702
$7.06M ﹤0.01%
39,709
+11,025
1703
$7.06M ﹤0.01%
275,538
+6,000
1704
$7.06M ﹤0.01%
231,160
+3,772
1705
$7.06M ﹤0.01%
765,761
+81,524
1706
$7.04M ﹤0.01%
111,224
-33,797
1707
$7.04M ﹤0.01%
403,049
+97,560
1708
$7.04M ﹤0.01%
247,975
+18,395
1709
$7.04M ﹤0.01%
432,778
-90,138
1710
$7.03M ﹤0.01%
415,060
-104,270
1711
$7.03M ﹤0.01%
2,014,670
+39,540
1712
$7.03M ﹤0.01%
438,394
+6,954
1713
$7.02M ﹤0.01%
115,622
-73,339
1714
$7.01M ﹤0.01%
53,036
-712
1715
$7.01M ﹤0.01%
82,726
+17,081
1716
$6.99M ﹤0.01%
1,459,946
+2,500
1717
$6.98M ﹤0.01%
415,901
+18,542
1718
$6.98M ﹤0.01%
461,802
+9,400
1719
$6.96M ﹤0.01%
1,348,262
-1,659
1720
$6.95M ﹤0.01%
674,131
-561,713
1721
$6.94M ﹤0.01%
158,267
-49,277
1722
$6.92M ﹤0.01%
151,588
+65,014
1723
$6.92M ﹤0.01%
181,442
-36,246
1724
$6.91M ﹤0.01%
163,105
+10,421
1725
$6.9M ﹤0.01%
115,369
-10,000