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
1901
$7.88M ﹤0.01%
171,528
-5,316
1902
$7.87M ﹤0.01%
84,706
-22,592
1903
$7.87M ﹤0.01%
201,521
-2,852
1904
$7.86M ﹤0.01%
822,053
+621,753
1905
$7.85M ﹤0.01%
268,576
-34,221
1906
$7.84M ﹤0.01%
307,611
+140,318
1907
$7.84M ﹤0.01%
1,136,849
+32,114
1908
$7.84M ﹤0.01%
205,155
+74,196
1909
$7.84M ﹤0.01%
167,420
+7,383
1910
$7.81M ﹤0.01%
1,001,673
-913,692
1911
$7.81M ﹤0.01%
99,392
+63,597
1912
$7.8M ﹤0.01%
74,214
+61,595
1913
$7.78M ﹤0.01%
56,446
-3,274
1914
$7.74M ﹤0.01%
31,788
-2,394
1915
$7.73M ﹤0.01%
429,525
+17,154
1916
$7.73M ﹤0.01%
298,518
-85,718
1917
$7.73M ﹤0.01%
175,688
-35,203
1918
$7.7M ﹤0.01%
185,720
+3,194
1919
$7.69M ﹤0.01%
3,985,295
+3,058,653
1920
$7.67M ﹤0.01%
143,370
+32,215
1921
$7.67M ﹤0.01%
71,761
+3,230
1922
$7.67M ﹤0.01%
543,795
+2,136
1923
$7.65M ﹤0.01%
123,125
-7,400
1924
$7.62M ﹤0.01%
866,862
+215,437
1925
$7.59M ﹤0.01%
168,306
-69,861