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
1976
$3.35M ﹤0.01%
+28,000
1977
$3.35M ﹤0.01%
+78,333
1978
$3.34M ﹤0.01%
+209,326
1979
$3.34M ﹤0.01%
+53,470
1980
$3.33M ﹤0.01%
+77,154
1981
$3.32M ﹤0.01%
+324,932
1982
$3.31M ﹤0.01%
+128,093
1983
$3.28M ﹤0.01%
+42,090
1984
$3.28M ﹤0.01%
+282,925
1985
$3.28M ﹤0.01%
+6,722
1986
$3.27M ﹤0.01%
+258,170
1987
$3.27M ﹤0.01%
+765,674
1988
$3.26M ﹤0.01%
+117,317
1989
$3.26M ﹤0.01%
+94,939
1990
$3.25M ﹤0.01%
+60,398
1991
$3.23M ﹤0.01%
+120,501
1992
$3.23M ﹤0.01%
+216,394
1993
$3.22M ﹤0.01%
+188,148
1994
$3.22M ﹤0.01%
+50,779
1995
$3.21M ﹤0.01%
+42,842
1996
$3.21M ﹤0.01%
+51,827
1997
$3.21M ﹤0.01%
+674,344
1998
$3.2M ﹤0.01%
+124,603
1999
$3.2M ﹤0.01%
+720,673
2000
$3.19M ﹤0.01%
+149,735