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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$8.41M ﹤0.01%
76,347
-41,588
1852
$8.41M ﹤0.01%
1,884,852
+11,128
1853
$8.4M ﹤0.01%
136,414
+87,518
1854
$8.39M ﹤0.01%
220,622
-337,266
1855
$8.39M ﹤0.01%
675,516
+45,130
1856
$8.38M ﹤0.01%
117,146
+1,197
1857
$8.38M ﹤0.01%
339,681
-5,826
1858
$8.37M ﹤0.01%
400,928
+13,935
1859
$8.37M ﹤0.01%
149,402
-6,635
1860
$8.36M ﹤0.01%
766,555
+74,103
1861
$8.35M ﹤0.01%
74,537
-1,691
1862
$8.33M ﹤0.01%
660,870
-30,007
1863
$8.32M ﹤0.01%
391,626
+34,644
1864
$8.31M ﹤0.01%
231,872
-3,500
1865
$8.31M ﹤0.01%
83,841
+5,400
1866
$8.31M ﹤0.01%
112,553
+52,777
1867
$8.3M ﹤0.01%
497,377
+45,180
1868
$8.29M ﹤0.01%
977,349
+761,203
1869
$8.28M ﹤0.01%
130,419
+13,319
1870
$8.22M ﹤0.01%
368,310
-4,592
1871
$8.18M ﹤0.01%
206,674
-17,525
1872
$8.18M ﹤0.01%
8,510
+864
1873
$8.18M ﹤0.01%
431,220
-187,694
1874
$8.17M ﹤0.01%
703,313
-588,277
1875
$8.17M ﹤0.01%
311,528
-15,875