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
1876
$7.88M ﹤0.01%
225,656
-107,259
1877
$7.85M ﹤0.01%
258,102
-15,081
1878
$7.85M ﹤0.01%
264,776
+1,012
1879
$7.83M ﹤0.01%
424,599
-63,469
1880
$7.8M ﹤0.01%
116,787
+11,761
1881
$7.79M ﹤0.01%
161,385
-27,106
1882
$7.79M ﹤0.01%
879,217
-37,417
1883
$7.77M ﹤0.01%
332,704
+686
1884
$7.77M ﹤0.01%
575,082
-29,957
1885
$7.76M ﹤0.01%
147,622
-64,060
1886
$7.76M ﹤0.01%
283,437
+9,266
1887
$7.75M ﹤0.01%
439,760
-4,894
1888
$7.75M ﹤0.01%
131,930
-1,767
1889
$7.75M ﹤0.01%
141,232
+1,116
1890
$7.73M ﹤0.01%
169,117
-87,868
1891
$7.7M ﹤0.01%
361,465
-24,944
1892
$7.69M ﹤0.01%
259,822
-57,542
1893
$7.68M ﹤0.01%
44,450
-5,548
1894
$7.68M ﹤0.01%
242,316
-1,994
1895
$7.67M ﹤0.01%
528,366
+2,059
1896
$7.65M ﹤0.01%
165,728
+73,161
1897
$7.65M ﹤0.01%
198,334
+9,320
1898
$7.64M ﹤0.01%
249,643
+6,199
1899
$7.64M ﹤0.01%
81,150
+16,694
1900
$7.63M ﹤0.01%
121,983
-284,424