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
1726
$9.64M ﹤0.01%
1,023,516
-18,253
1727
$9.64M ﹤0.01%
44,729
-2,993
1728
$9.64M ﹤0.01%
713,440
+41,083
1729
$9.63M ﹤0.01%
74,316
-719
1730
$9.62M ﹤0.01%
235,866
+1,613
1731
$9.57M ﹤0.01%
790,790
-38,675
1732
$9.57M ﹤0.01%
197,250
-185,791
1733
$9.56M ﹤0.01%
+572,383
1734
$9.54M ﹤0.01%
379,879
+4,872
1735
$9.52M ﹤0.01%
194,187
+20,050
1736
$9.5M ﹤0.01%
102,048
+2,957
1737
$9.49M ﹤0.01%
360,669
+1,035
1738
$9.49M ﹤0.01%
324,367
+12,140
1739
$9.48M ﹤0.01%
1,321,682
-1,761,204
1740
$9.46M ﹤0.01%
328,381
-49,178
1741
$9.45M ﹤0.01%
397,326
-3,574
1742
$9.45M ﹤0.01%
191,171
-268
1743
$9.45M ﹤0.01%
268,202
-1,094
1744
$9.44M ﹤0.01%
228,272
+281
1745
$9.43M ﹤0.01%
191,792
-3,267
1746
$9.42M ﹤0.01%
204,383
-50
1747
$9.41M ﹤0.01%
96,014
-22,865
1748
$9.4M ﹤0.01%
143,790
-252,980
1749
$9.39M ﹤0.01%
178,354
-920
1750
$9.37M ﹤0.01%
166,408
+17,118