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
1876
$8.33M ﹤0.01%
25,065
-11,417
1877
$8.32M ﹤0.01%
333,713
-65,706
1878
$8.31M ﹤0.01%
107,576
-30,503
1879
$8.3M ﹤0.01%
260,337
-527,798
1880
$8.29M ﹤0.01%
162,448
-710,988
1881
$8.29M ﹤0.01%
176,914
+21,893
1882
$8.28M ﹤0.01%
612,126
+82,532
1883
$8.24M ﹤0.01%
192,481
-249,703
1884
$8.24M ﹤0.01%
312,583
+37,556
1885
$8.23M ﹤0.01%
101,057
+42,350
1886
$8.23M ﹤0.01%
141,758
-6,368
1887
$8.23M ﹤0.01%
590,366
-4,006
1888
$8.23M ﹤0.01%
227,232
+64,224
1889
$8.23M ﹤0.01%
+597,208
1890
$8.22M ﹤0.01%
728,337
+244,567
1891
$8.21M ﹤0.01%
220,992
-15,874
1892
$8.21M ﹤0.01%
98,213
-4,410
1893
$8.21M ﹤0.01%
431,330
+54,862
1894
$8.21M ﹤0.01%
139,033
-2,633
1895
$8.2M ﹤0.01%
991,282
-63,742
1896
$8.19M ﹤0.01%
475,425
+32,937
1897
$8.19M ﹤0.01%
234,936
+62,697
1898
$8.19M ﹤0.01%
227,423
+37,628
1899
$8.18M ﹤0.01%
715,128
-42,622
1900
$8.18M ﹤0.01%
497,120
-975