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
1776
$8.94M ﹤0.01%
82,713
-11,126
1777
$8.93M ﹤0.01%
479,248
-8,371
1778
$8.93M ﹤0.01%
818,797
-5,545
1779
$8.93M ﹤0.01%
33,538
-16,453
1780
$8.92M ﹤0.01%
122,580
+9,147
1781
$8.88M ﹤0.01%
108,133
-4,257
1782
$8.87M ﹤0.01%
423,038
-6,509
1783
$8.87M ﹤0.01%
155,446
-3,252
1784
$8.86M ﹤0.01%
206,585
+4,050
1785
$8.84M ﹤0.01%
455,797
+11,026
1786
$8.84M ﹤0.01%
222,892
-37,410
1787
$8.82M ﹤0.01%
146,433
+1,275
1788
$8.81M ﹤0.01%
530,274
-11,272
1789
$8.8M ﹤0.01%
416,611
-68,174
1790
$8.79M ﹤0.01%
370,656
+7,304
1791
$8.77M ﹤0.01%
300,995
-102,827
1792
$8.76M ﹤0.01%
555,059
-59,322
1793
$8.76M ﹤0.01%
62,698
-1,334
1794
$8.75M ﹤0.01%
59,496
-68,898
1795
$8.7M ﹤0.01%
90,930
-217,569
1796
$8.68M ﹤0.01%
+459,905
1797
$8.67M ﹤0.01%
428,619
+40,910
1798
$8.66M ﹤0.01%
797,235
+21,668
1799
$8.64M ﹤0.01%
150,690
-9,483
1800
$8.63M ﹤0.01%
127,167
-6,374