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
1826
$8.83M ﹤0.01%
120,993
-7,023
1827
$8.83M ﹤0.01%
877,529
-166,081
1828
$8.83M ﹤0.01%
221,784
+23,750
1829
$8.82M ﹤0.01%
1,014,104
-329,966
1830
$8.79M ﹤0.01%
468,965
-309,950
1831
$8.76M ﹤0.01%
289,178
-10,205
1832
$8.76M ﹤0.01%
137,956
-5,181
1833
$8.74M ﹤0.01%
70,854
+18,633
1834
$8.74M ﹤0.01%
383,226
-173,667
1835
$8.73M ﹤0.01%
230,255
+23,292
1836
$8.73M ﹤0.01%
741,752
+264,141
1837
$8.72M ﹤0.01%
91,252
-9,142
1838
$8.72M ﹤0.01%
110,302
-4,806
1839
$8.72M ﹤0.01%
61,292
-228
1840
$8.72M ﹤0.01%
232,338
-440,837
1841
$8.69M ﹤0.01%
374,646
-22,504
1842
$8.68M ﹤0.01%
1,736,390
-132,985
1843
$8.67M ﹤0.01%
297,374
-137,527
1844
$8.67M ﹤0.01%
+97,264
1845
$8.67M ﹤0.01%
362,424
-4,519
1846
$8.66M ﹤0.01%
1,050,702
-165,589
1847
$8.66M ﹤0.01%
+331,571
1848
$8.65M ﹤0.01%
244,168
+153,353
1849
$8.63M ﹤0.01%
447,903
+39,215
1850
$8.63M ﹤0.01%
187,146
-218,856