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
1901
$7.63M ﹤0.01%
257,127
-5,955
1902
$7.62M ﹤0.01%
317,460
-128,630
1903
$7.62M ﹤0.01%
266,368
-37,302
1904
$7.62M ﹤0.01%
243,187
-7,352
1905
$7.61M ﹤0.01%
62,726
-96
1906
$7.6M ﹤0.01%
311,043
-56,631
1907
$7.6M ﹤0.01%
30,774
+9,918
1908
$7.6M ﹤0.01%
272,346
-10,590
1909
$7.59M ﹤0.01%
92,169
+66,190
1910
$7.58M ﹤0.01%
348,273
+285,589
1911
$7.57M ﹤0.01%
80,368
+196
1912
$7.57M ﹤0.01%
91,859
-1,422
1913
$7.55M ﹤0.01%
551,710
+101,657
1914
$7.54M ﹤0.01%
161,405
+1,564
1915
$7.54M ﹤0.01%
480,004
+110,294
1916
$7.54M ﹤0.01%
2,136,183
+7,153
1917
$7.53M ﹤0.01%
531,812
+111,198
1918
$7.5M ﹤0.01%
89,751
-88,301
1919
$7.49M ﹤0.01%
1,786,944
+58,124
1920
$7.49M ﹤0.01%
345,008
-6,168
1921
$7.49M ﹤0.01%
325,783
-19,260
1922
$7.48M ﹤0.01%
156,972
-2,906
1923
$7.48M ﹤0.01%
308,858
+171,790
1924
$7.47M ﹤0.01%
133,011
-554,545
1925
$7.45M ﹤0.01%
103,422
-32,417