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
1976
$6.87M ﹤0.01%
314,910
+9,366
1977
$6.85M ﹤0.01%
267,866
+9,375
1978
$6.83M ﹤0.01%
177,869
+1,610
1979
$6.83M ﹤0.01%
454,404
+672
1980
$6.82M ﹤0.01%
196,100
+8,316
1981
$6.82M ﹤0.01%
722,681
-16,018
1982
$6.81M ﹤0.01%
233,400
-1,364
1983
$6.8M ﹤0.01%
153,855
-882,710
1984
$6.79M ﹤0.01%
60,629
+9,579
1985
$6.79M ﹤0.01%
408,218
+18,419
1986
$6.79M ﹤0.01%
172,253
-134,323
1987
$6.79M ﹤0.01%
243,205
-8,327
1988
$6.78M ﹤0.01%
188,563
-19,965
1989
$6.78M ﹤0.01%
77,331
-1,403
1990
$6.74M ﹤0.01%
78,824
+5,164
1991
$6.73M ﹤0.01%
136,307
+1,083
1992
$6.73M ﹤0.01%
140,855
-1,632
1993
$6.71M ﹤0.01%
275,561
-285,277
1994
$6.71M ﹤0.01%
107,328
-297
1995
$6.71M ﹤0.01%
239,308
-324,026
1996
$6.69M ﹤0.01%
31,524
-7,949
1997
$6.67M ﹤0.01%
570,251
-279,061
1998
$6.66M ﹤0.01%
238,685
-1,675
1999
$6.62M ﹤0.01%
136,449
+4,909
2000
$6.61M ﹤0.01%
367,904
+56,665