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
1851
$8.02M ﹤0.01%
56,374
-46,752
1852
$8M ﹤0.01%
231,543
+1,728
1853
$7.99M ﹤0.01%
212,814
-2,586
1854
$7.98M ﹤0.01%
162,456
+1,034
1855
$7.97M ﹤0.01%
75,264
-269
1856
$7.97M ﹤0.01%
179,049
-1,348
1857
$7.96M ﹤0.01%
224,548
-4,662
1858
$7.95M ﹤0.01%
223,557
+3,690
1859
$7.95M ﹤0.01%
522,618
+52,067
1860
$7.95M ﹤0.01%
202,925
-4,963
1861
$7.95M ﹤0.01%
72,317
-4,395
1862
$7.95M ﹤0.01%
+441,198
1863
$7.94M ﹤0.01%
258,602
-2,792
1864
$7.94M ﹤0.01%
34,095
-356
1865
$7.93M ﹤0.01%
136,800
-137,034
1866
$7.93M ﹤0.01%
356,198
-2,016
1867
$7.92M ﹤0.01%
228,656
+492
1868
$7.92M ﹤0.01%
201,844
-21,839
1869
$7.9M ﹤0.01%
166,682
+6,117
1870
$7.9M ﹤0.01%
306,670
-60,765
1871
$7.89M ﹤0.01%
1,826,868
+151,949
1872
$7.89M ﹤0.01%
331,008
-4,448
1873
$7.89M ﹤0.01%
614,015
+409,170
1874
$7.89M ﹤0.01%
111,012
-59,426
1875
$7.88M ﹤0.01%
233,073
-5,035