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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$3.52M ﹤0.01%
+603,151
1952
$3.51M ﹤0.01%
+151,084
1953
$3.5M ﹤0.01%
+105,319
1954
$3.5M ﹤0.01%
+197,976
1955
$3.5M ﹤0.01%
+224,266
1956
$3.48M ﹤0.01%
+164,349
1957
$3.48M ﹤0.01%
+88,460
1958
$3.47M ﹤0.01%
+210,344
1959
$3.45M ﹤0.01%
+431,505
1960
$3.44M ﹤0.01%
+51,886
1961
$3.43M ﹤0.01%
+101,658
1962
$3.43M ﹤0.01%
+92,332
1963
$3.42M ﹤0.01%
+110,690
1964
$3.42M ﹤0.01%
+132,760
1965
$3.41M ﹤0.01%
+15,185
1966
$3.41M ﹤0.01%
+110,765
1967
$3.4M ﹤0.01%
+20,468
1968
$3.4M ﹤0.01%
+121,827
1969
$3.39M ﹤0.01%
+79,575
1970
$3.38M ﹤0.01%
+181,088
1971
$3.38M ﹤0.01%
+257,042
1972
$3.38M ﹤0.01%
+154,884
1973
$3.38M ﹤0.01%
+249,172
1974
$3.36M ﹤0.01%
+76,433
1975
$3.35M ﹤0.01%
+305,083