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
1826
$8.23M ﹤0.01%
272,455
-30,293
1827
$8.22M ﹤0.01%
345,412
+20,495
1828
$8.22M ﹤0.01%
164,103
+81,632
1829
$8.22M ﹤0.01%
69,099
-1,933
1830
$8.2M ﹤0.01%
139,104
+4,149
1831
$8.2M ﹤0.01%
171,327
+5,757
1832
$8.2M ﹤0.01%
457,782
-188,413
1833
$8.19M ﹤0.01%
361,858
+189,283
1834
$8.17M ﹤0.01%
50,315
-5,832
1835
$8.17M ﹤0.01%
304,810
+22,250
1836
$8.16M ﹤0.01%
335,310
-2,279
1837
$8.15M ﹤0.01%
99,516
+633
1838
$8.14M ﹤0.01%
198,896
-6,652
1839
$8.13M ﹤0.01%
97,369
+8,156
1840
$8.13M ﹤0.01%
67,866
-4,349
1841
$8.12M ﹤0.01%
171,541
+13,142
1842
$8.12M ﹤0.01%
46,539
-15,819
1843
$8.12M ﹤0.01%
87,786
-3,950
1844
$8.11M ﹤0.01%
264,738
+3,662
1845
$8.11M ﹤0.01%
166,540
+4,137
1846
$8.09M ﹤0.01%
258,330
-2,029
1847
$8.08M ﹤0.01%
178,704
+9,083
1848
$8.04M ﹤0.01%
315,898
+298,022
1849
$8.04M ﹤0.01%
89,879
-25,318
1850
$8.03M ﹤0.01%
235,652
-16,110