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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$9.65M ﹤0.01%
58,550
-5,483
1752
$9.63M ﹤0.01%
765,752
+387,219
1753
$9.63M ﹤0.01%
194,609
-64,385
1754
$9.63M ﹤0.01%
308,888
+21,961
1755
$9.61M ﹤0.01%
185,859
-17,850
1756
$9.61M ﹤0.01%
611,398
+37,065
1757
$9.56M ﹤0.01%
357,323
+133,816
1758
$9.56M ﹤0.01%
274,552
-19,992
1759
$9.56M ﹤0.01%
81,518
-140
1760
$9.55M ﹤0.01%
196,473
-18,566
1761
$9.55M ﹤0.01%
308,886
-34,566
1762
$9.55M ﹤0.01%
534,428
+5,057
1763
$9.54M ﹤0.01%
4,220,591
-382,587
1764
$9.5M ﹤0.01%
43,706
+2,870
1765
$9.47M ﹤0.01%
379,061
-8,083
1766
$9.46M ﹤0.01%
268,557
+20,683
1767
$9.46M ﹤0.01%
48,523
-2,457
1768
$9.46M ﹤0.01%
189,456
+153,395
1769
$9.45M ﹤0.01%
95,289
-283
1770
$9.44M ﹤0.01%
42,565
-3,661
1771
$9.43M ﹤0.01%
415,879
-28,147
1772
$9.41M ﹤0.01%
100,347
+84,748
1773
$9.4M ﹤0.01%
159,170
+152,816
1774
$9.39M ﹤0.01%
163,354
-5,885
1775
$9.38M ﹤0.01%
161,844
-13,333