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
1926
$7.56M ﹤0.01%
135,187
-11,333
1927
$7.55M ﹤0.01%
81,413
+11,063
1928
$7.54M ﹤0.01%
298,798
+97,693
1929
$7.53M ﹤0.01%
183,921
+29,085
1930
$7.53M ﹤0.01%
137,543
-8,038
1931
$7.52M ﹤0.01%
365,938
-4,573
1932
$7.51M ﹤0.01%
287,459
+11,485
1933
$7.5M ﹤0.01%
21,514
-7,038
1934
$7.49M ﹤0.01%
889,952
+17,613
1935
$7.49M ﹤0.01%
86,504
-1,240
1936
$7.48M ﹤0.01%
143,152
-518,647
1937
$7.47M ﹤0.01%
173,129
+2,903
1938
$7.47M ﹤0.01%
172,742
+54,672
1939
$7.47M ﹤0.01%
286,280
+23,046
1940
$7.45M ﹤0.01%
278,700
-71,350
1941
$7.45M ﹤0.01%
118,644
+98,046
1942
$7.44M ﹤0.01%
197,545
-4,508
1943
$7.43M ﹤0.01%
302,095
-376
1944
$7.42M ﹤0.01%
809,649
-36,168
1945
$7.42M ﹤0.01%
104,802
-43,438
1946
$7.42M ﹤0.01%
218,060
+12,887
1947
$7.41M ﹤0.01%
151,600
+14,314
1948
$7.41M ﹤0.01%
279,518
-7,154
1949
$7.41M ﹤0.01%
244,685
-5,559
1950
$7.41M ﹤0.01%
189,473
+20,385