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
176
$354M 0.12%
6,881,018
-366,419
177
$353M 0.12%
16,880,363
+342,263
178
$353M 0.12%
16,796,010
+849,060
179
$353M 0.12%
5,021,006
-212,940
180
$353M 0.12%
5,837,129
+725,462
181
$351M 0.12%
1,967,307
-324,428
182
$350M 0.12%
2,766,450
-833,382
183
$346M 0.12%
4,597,927
-149,544
184
$346M 0.12%
20,978,921
-486,639
185
$345M 0.12%
2,714,604
+1,031,402
186
$341M 0.12%
2,696,892
-1,105,120
187
$340M 0.12%
16,195,638
+882,228
188
$339M 0.12%
7,379,739
-141,000
189
$337M 0.12%
4,838,908
-541,849
190
$337M 0.12%
2,632,778
+146,518
191
$336M 0.12%
3,703,036
+2,146,363
192
$335M 0.12%
8,187,405
+40,579
193
$334M 0.12%
1,510,392
+20,352
194
$334M 0.12%
8,966,366
+7,454,042
195
$333M 0.12%
11,031,456
+6,219,485
196
$331M 0.12%
2,410,200
+146,012
197
$329M 0.11%
2,294,645
+311,029
198
$329M 0.11%
9,940,621
-109,303
199
$326M 0.11%
10,429,545
-390,335
200
$316M 0.11%
10,056,836
+890,816