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
$233B
AUM Growth
+$43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,829
New
Increased
Reduced
Closed

Top Sells

1 +$385M
2 +$294M
3 +$258M
4
WFC icon
Wells Fargo
WFC
+$251M
5
C icon
Citigroup
C
+$236M

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$296M 0.13%
1,126,110
+192,190
177
$293M 0.13%
2,572,941
+2,012,681
178
$289M 0.12%
4,552,819
+199,249
179
$288M 0.12%
4,098,438
-319,517
180
$288M 0.12%
862,524
-21,749
181
$287M 0.12%
3,528,636
+188,467
182
$286M 0.12%
3,445,602
+1,295,165
183
$281M 0.12%
3,006,764
+583,268
184
$280M 0.12%
4,904,227
-435,015
185
$278M 0.12%
4,294,628
+846,516
186
$278M 0.12%
9,163,146
+577,826
187
$277M 0.12%
2,127,757
-226,997
188
$277M 0.12%
1,442,283
-44,407
189
$272M 0.12%
1,626,839
+518,755
190
$271M 0.12%
1,404,471
-402,978
191
$270M 0.12%
3,901,995
+418,782
192
$267M 0.11%
23,075,109
+370,220
193
$266M 0.11%
1,478,002
+406,329
194
$265M 0.11%
964,176
+29,542
195
$264M 0.11%
3,015,710
+469,106
196
$263M 0.11%
7,759,881
+1,399,856
197
$258M 0.11%
7,345,600
-194,850
198
$258M 0.11%
9,985,763
-3,662,780
199
$257M 0.11%
2,385,959
+34,543
200
$257M 0.11%
2,295,424
-335,495