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
1776
$9.36M ﹤0.01%
313,800
+4,090
1777
$9.34M ﹤0.01%
571,844
-42,643
1778
$9.31M ﹤0.01%
277,184
-34,900
1779
$9.31M ﹤0.01%
238,042
1780
$9.3M ﹤0.01%
163,760
-160
1781
$9.29M ﹤0.01%
151,106
-96,869
1782
$9.26M ﹤0.01%
302,508
+18,463
1783
$9.23M ﹤0.01%
361,076
-4,783
1784
$9.22M ﹤0.01%
467,987
-4,276
1785
$9.22M ﹤0.01%
580,748
+118,390
1786
$9.21M ﹤0.01%
325,221
+19,507
1787
$9.21M ﹤0.01%
111,696
-821,097
1788
$9.2M ﹤0.01%
71,456
-1,679
1789
$9.19M ﹤0.01%
332,223
-27,550
1790
$9.19M ﹤0.01%
292,909
-81,472
1791
$9.18M ﹤0.01%
394,579
-8,232
1792
$9.18M ﹤0.01%
357,084
-20,251
1793
$9.17M ﹤0.01%
136,941
-37,609
1794
$9.17M ﹤0.01%
107,834
-5,211
1795
$9.17M ﹤0.01%
133,715
-6,559
1796
$9.15M ﹤0.01%
89,771
+84,396
1797
$9.15M ﹤0.01%
70,008
+25,052
1798
$9.14M ﹤0.01%
338,751
-28,501
1799
$9.13M ﹤0.01%
105,353
-4,493
1800
$9.12M ﹤0.01%
244,830
-112,788