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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$10.5M ﹤0.01%
48,008
-1,324
1702
$10.5M ﹤0.01%
139,056
-396,262
1703
$10.5M ﹤0.01%
703,595
-33,748
1704
$10.5M ﹤0.01%
475,945
+295,084
1705
$10.5M ﹤0.01%
562,759
-737,575
1706
$10.5M ﹤0.01%
461,593
+51,684
1707
$10.4M ﹤0.01%
342,774
-1,999
1708
$10.4M ﹤0.01%
212,822
+16,297
1709
$10.4M ﹤0.01%
353,918
+25,604
1710
$10.4M ﹤0.01%
1,463,102
+1,449,249
1711
$10.4M ﹤0.01%
255,709
-23,061
1712
$10.4M ﹤0.01%
102,693
-435
1713
$10.4M ﹤0.01%
22,036
-486
1714
$10.3M ﹤0.01%
565,296
-179,212
1715
$10.3M ﹤0.01%
118,152
+5,796
1716
$10.3M ﹤0.01%
1,547,395
+123,041
1717
$10.3M ﹤0.01%
652,907
+527,338
1718
$10.3M ﹤0.01%
130,675
+31,177
1719
$10.3M ﹤0.01%
1,751,499
+1,174,909
1720
$10.3M ﹤0.01%
195,612
+325
1721
$10.2M ﹤0.01%
297,399
+240,466
1722
$10.2M ﹤0.01%
266,590
+8,348
1723
$10.2M ﹤0.01%
79,100
-925
1724
$10.2M ﹤0.01%
75,208
-12,768
1725
$10.2M ﹤0.01%
158,202
-27,943