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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$7.16M ﹤0.01%
235,414
+5,046
1952
$7.16M ﹤0.01%
225,357
-7,659
1953
$7.14M ﹤0.01%
92,081
-34,579
1954
$7.13M ﹤0.01%
353,578
-87,328
1955
$7.12M ﹤0.01%
65,993
-42,994
1956
$7.12M ﹤0.01%
26,043
+4,933
1957
$7.11M ﹤0.01%
139,371
-8,350
1958
$7.09M ﹤0.01%
326,142
+19,151
1959
$7.07M ﹤0.01%
226,131
-59,503
1960
$7.07M ﹤0.01%
292,465
+15,435
1961
$7.07M ﹤0.01%
613,021
+583,941
1962
$7.07M ﹤0.01%
918,072
+96,708
1963
$7.04M ﹤0.01%
62,143
+751
1964
$7.03M ﹤0.01%
378,913
+201,349
1965
$7.02M ﹤0.01%
186,640
-2,678
1966
$7M ﹤0.01%
60,044
-2,303
1967
$7M ﹤0.01%
218,856
-3,841
1968
$6.98M ﹤0.01%
1,513,764
-548,255
1969
$6.97M ﹤0.01%
306,594
-15,044
1970
$6.96M ﹤0.01%
398,186
+166,757
1971
$6.94M ﹤0.01%
98,326
+99
1972
$6.93M ﹤0.01%
78,599
-49,300
1973
$6.92M ﹤0.01%
530,160
-135,554
1974
$6.88M ﹤0.01%
97,357
-114,473
1975
$6.88M ﹤0.01%
1,385,038
+282,934