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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$5.88M ﹤0.01%
119,674
+3,334
1827
$5.88M ﹤0.01%
71,097
-4,733
1828
$5.87M ﹤0.01%
81,356
+1,261
1829
$5.84M ﹤0.01%
50,350
+7,500
1830
$5.83M ﹤0.01%
490,149
+99,811
1831
$5.83M ﹤0.01%
147,449
-6,986
1832
$5.82M ﹤0.01%
109,635
-11,019
1833
$5.8M ﹤0.01%
167,594
-3,076
1834
$5.79M ﹤0.01%
147,308
+18,569
1835
$5.79M ﹤0.01%
57,270
+5,345
1836
$5.79M ﹤0.01%
278,419
-472,791
1837
$5.77M ﹤0.01%
210,121
+13,244
1838
$5.77M ﹤0.01%
2,048,533
+14,370
1839
$5.77M ﹤0.01%
902,696
-15,711
1840
$5.76M ﹤0.01%
142,422
+43,892
1841
$5.75M ﹤0.01%
116,274
-24,046
1842
$5.73M ﹤0.01%
1,531,636
+914,652
1843
$5.72M ﹤0.01%
622,910
-126,098
1844
$5.71M ﹤0.01%
238,686
+29,426
1845
$5.68M ﹤0.01%
134,960
-3,822,024
1846
$5.68M ﹤0.01%
399,607
+271,602
1847
$5.66M ﹤0.01%
+124,481
1848
$5.66M ﹤0.01%
221,548
+19,156
1849
$5.66M ﹤0.01%
221,022
-4,441
1850
$5.65M ﹤0.01%
281,552
-524