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
1951
$7.72M ﹤0.01%
1,366,553
+36,163
1952
$7.71M ﹤0.01%
474,866
-16,075
1953
$7.7M ﹤0.01%
976,534
+119,671
1954
$7.7M ﹤0.01%
168,809
+89,374
1955
$7.69M ﹤0.01%
713,963
+502,464
1956
$7.64M ﹤0.01%
77,631
-6,085
1957
$7.63M ﹤0.01%
82,890
-1,814
1958
$7.62M ﹤0.01%
89,901
-7,373
1959
$7.62M ﹤0.01%
86,369
-2,980
1960
$7.6M ﹤0.01%
292,565
+84,364
1961
$7.59M ﹤0.01%
131,968
-36,353
1962
$7.59M ﹤0.01%
111,906
-21,878
1963
$7.58M ﹤0.01%
214,416
-62,625
1964
$7.57M ﹤0.01%
740,735
-70,682
1965
$7.56M ﹤0.01%
1,267,740
-62,375
1966
$7.53M ﹤0.01%
68,099
-27,169
1967
$7.52M ﹤0.01%
132,078
-9,717
1968
$7.49M ﹤0.01%
783,655
-3,908,792
1969
$7.47M ﹤0.01%
257,150
-212
1970
$7.45M ﹤0.01%
80,866
+3,774
1971
$7.45M ﹤0.01%
511,926
+25,776
1972
$7.45M ﹤0.01%
123,628
-6,859
1973
$7.45M ﹤0.01%
+355,921
1974
$7.44M ﹤0.01%
655,714
-21,457
1975
$7.44M ﹤0.01%
62,507
-2,989