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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$5.15M ﹤0.01%
709,101
+60,945
1877
$5.14M ﹤0.01%
159,527
-23,039
1878
$5.13M ﹤0.01%
190,041
+4,126
1879
$5.13M ﹤0.01%
112,688
+1,292
1880
$5.12M ﹤0.01%
164,537
-80,604
1881
$5.12M ﹤0.01%
235,366
+25,686
1882
$5.11M ﹤0.01%
412,745
-279,385
1883
$5.11M ﹤0.01%
349,984
-187,916
1884
$5.1M ﹤0.01%
455,303
+1,729
1885
$5.1M ﹤0.01%
83,562
+5,854
1886
$5.08M ﹤0.01%
315,103
+252,134
1887
$5.07M ﹤0.01%
168,658
+5,045
1888
$5.06M ﹤0.01%
80,921
+7,835
1889
$5.05M ﹤0.01%
151,928
+10,209
1890
$5.04M ﹤0.01%
264,539
-21,229
1891
$5.03M ﹤0.01%
45,815
+30,517
1892
$5.03M ﹤0.01%
141,492
+31,944
1893
$5.02M ﹤0.01%
295,870
-103,855
1894
$5.01M ﹤0.01%
414,359
+16,233
1895
$4.99M ﹤0.01%
45,460
+9,240
1896
$4.97M ﹤0.01%
177,081
+34,082
1897
$4.97M ﹤0.01%
119,984
+1,803
1898
$4.96M ﹤0.01%
196,877
-21,790
1899
$4.95M ﹤0.01%
183,744
-40,130
1900
$4.94M ﹤0.01%
88,316
+20,003