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
1926
$7.98M ﹤0.01%
298,484
+15,523
1927
$7.95M ﹤0.01%
+226,633
1928
$7.94M ﹤0.01%
620,180
+76,656
1929
$7.93M ﹤0.01%
194,730
-27,890
1930
$7.93M ﹤0.01%
520,976
-23,155
1931
$7.92M ﹤0.01%
160,150
-130,225
1932
$7.92M ﹤0.01%
513,004
-17,797
1933
$7.91M ﹤0.01%
3,243,171
+550,914
1934
$7.88M ﹤0.01%
291,953
-15,079
1935
$7.88M ﹤0.01%
64,202
-9,730
1936
$7.88M ﹤0.01%
270,254
+17,427
1937
$7.86M ﹤0.01%
257,750
-18,260
1938
$7.86M ﹤0.01%
220,929
-16,589
1939
$7.85M ﹤0.01%
622,983
-25,640
1940
$7.84M ﹤0.01%
71,551
-16,848
1941
$7.84M ﹤0.01%
52,298
-3,037
1942
$7.83M ﹤0.01%
107,665
-3,538
1943
$7.8M ﹤0.01%
52,165
-10,787
1944
$7.79M ﹤0.01%
284,114
-18,429
1945
$7.77M ﹤0.01%
1,507,859
-1,483,450
1946
$7.75M ﹤0.01%
166,675
-279,762
1947
$7.75M ﹤0.01%
210,906
-8,975
1948
$7.75M ﹤0.01%
66,579
-4,105
1949
$7.74M ﹤0.01%
565,547
-319,969
1950
$7.73M ﹤0.01%
233,988
+119,993