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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$4.69M ﹤0.01%
372,483
+4,881
1927
$4.68M ﹤0.01%
65,287
+2,176
1928
$4.68M ﹤0.01%
191,874
+697
1929
$4.68M ﹤0.01%
359,050
-151,212
1930
$4.67M ﹤0.01%
72,040
+14,289
1931
$4.66M ﹤0.01%
134,550
-16,942
1932
$4.65M ﹤0.01%
201,859
-2,559
1933
$4.63M ﹤0.01%
59,648
-16,177
1934
$4.61M ﹤0.01%
277,417
-1,206,068
1935
$4.61M ﹤0.01%
51,764
-5,888
1936
$4.6M ﹤0.01%
149,797
+6,114
1937
$4.6M ﹤0.01%
228,028
+64,816
1938
$4.6M ﹤0.01%
218,964
-5,736
1939
$4.59M ﹤0.01%
94,133
+14,580
1940
$4.59M ﹤0.01%
231,735
+10,099
1941
$4.58M ﹤0.01%
58,942
+2,847
1942
$4.57M ﹤0.01%
28,684
+5,551
1943
$4.57M ﹤0.01%
119,740
+17,036
1944
$4.54M ﹤0.01%
234,093
-187,771
1945
$4.53M ﹤0.01%
234,492
+50,271
1946
$4.52M ﹤0.01%
196,249
+24,613
1947
$4.51M ﹤0.01%
322,180
+2,800
1948
$4.51M ﹤0.01%
131,659
+1,211
1949
$4.5M ﹤0.01%
240,839
+4,863
1950
$4.49M ﹤0.01%
201,915
-73,315