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
1701
$10M ﹤0.01%
90,760
+86,401
1702
$10M ﹤0.01%
184,160
-48,882
1703
$10M ﹤0.01%
517,114
-9,420
1704
$9.99M ﹤0.01%
169,972
+2,089
1705
$9.99M ﹤0.01%
323,441
-205,658
1706
$9.98M ﹤0.01%
195,275
+90,870
1707
$9.96M ﹤0.01%
274,016
-20,199
1708
$9.95M ﹤0.01%
44,281
-1,480
1709
$9.89M ﹤0.01%
75,338
+3,745
1710
$9.88M ﹤0.01%
312,251
-49,278
1711
$9.86M ﹤0.01%
667,292
-81,555
1712
$9.86M ﹤0.01%
550,611
-46,949
1713
$9.85M ﹤0.01%
360,189
-12,877
1714
$9.83M ﹤0.01%
267,252
+115,937
1715
$9.83M ﹤0.01%
556,505
-95,147
1716
$9.8M ﹤0.01%
644,528
+3,108
1717
$9.76M ﹤0.01%
210,117
+444
1718
$9.72M ﹤0.01%
+640,850
1719
$9.72M ﹤0.01%
342,954
+107,393
1720
$9.69M ﹤0.01%
253,205
-295,564
1721
$9.69M ﹤0.01%
400,652
+22,804
1722
$9.67M ﹤0.01%
72,663
+4,394
1723
$9.66M ﹤0.01%
697,950
+12,707
1724
$9.66M ﹤0.01%
321,743
-198,997
1725
$9.64M ﹤0.01%
153,652
-10,732