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
1876
$8.15M ﹤0.01%
288,391
+103,466
1877
$8.12M ﹤0.01%
179,874
+30,666
1878
$8.11M ﹤0.01%
188,567
-25,548
1879
$8.11M ﹤0.01%
112,084
-2,094
1880
$8.11M ﹤0.01%
100,944
+406
1881
$8.09M ﹤0.01%
223,336
-7,253
1882
$8.09M ﹤0.01%
115,870
+2,661
1883
$8.09M ﹤0.01%
474,595
+202,575
1884
$8.08M ﹤0.01%
231,529
+23,953
1885
$8.07M ﹤0.01%
639,071
+140,078
1886
$8.06M ﹤0.01%
365,364
+69,280
1887
$8.06M ﹤0.01%
39,522
+287
1888
$8.04M ﹤0.01%
287,089
+210,763
1889
$8.03M ﹤0.01%
333,212
+3,105
1890
$8.01M ﹤0.01%
88,916
-39,612
1891
$7.99M ﹤0.01%
77,339
-3,102
1892
$7.99M ﹤0.01%
293,933
-3,463
1893
$7.97M ﹤0.01%
809,932
+29,270
1894
$7.95M ﹤0.01%
140,435
+4,250
1895
$7.93M ﹤0.01%
37,805
-19,036
1896
$7.93M ﹤0.01%
2,946,786
+1,187,688
1897
$7.92M ﹤0.01%
169,822
+52,912
1898
$7.92M ﹤0.01%
497,799
+125,699
1899
$7.91M ﹤0.01%
303,011
-21,263
1900
$7.9M ﹤0.01%
740,820
+85,579