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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$5.82M ﹤0.01%
259,352
+63,339
1802
$5.82M ﹤0.01%
+76,000
1803
$5.81M ﹤0.01%
395,300
-58,837
1804
$5.81M ﹤0.01%
198,229
-36,575
1805
$5.81M ﹤0.01%
1,975,130
-1,601,140
1806
$5.79M ﹤0.01%
90,284
-1,132
1807
$5.78M ﹤0.01%
120,654
-50,568
1808
$5.75M ﹤0.01%
242,850
-1,520
1809
$5.74M ﹤0.01%
684,237
-975,112
1810
$5.74M ﹤0.01%
166,866
-158,950
1811
$5.74M ﹤0.01%
335,634
+318,772
1812
$5.73M ﹤0.01%
103,951
-5,542
1813
$5.72M ﹤0.01%
177,752
-4,516
1814
$5.72M ﹤0.01%
84,216
+1,980
1815
$5.71M ﹤0.01%
460,512
+5,000
1816
$5.71M ﹤0.01%
36,484
+3,345
1817
$5.7M ﹤0.01%
32,794
+1,377
1818
$5.69M ﹤0.01%
44,110
-90,408
1819
$5.67M ﹤0.01%
361,183
+1,201
1820
$5.67M ﹤0.01%
129,077
+14,505
1821
$5.66M ﹤0.01%
180,572
-724
1822
$5.66M ﹤0.01%
195,769
-8,181
1823
$5.66M ﹤0.01%
125,010
-50,000
1824
$5.64M ﹤0.01%
275,217
-1,324
1825
$5.64M ﹤0.01%
305,489
-37,719