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
1976
$7.44M ﹤0.01%
246,143
+23,327
1977
$7.43M ﹤0.01%
51,041
+6,826
1978
$7.42M ﹤0.01%
40,361
-1,662
1979
$7.42M ﹤0.01%
223,446
+10,227
1980
$7.41M ﹤0.01%
72,731
-26,495
1981
$7.4M ﹤0.01%
137,424
-818,856
1982
$7.4M ﹤0.01%
285,267
+147,740
1983
$7.37M ﹤0.01%
532,125
+34,801
1984
$7.37M ﹤0.01%
40,100
-1,058
1985
$7.37M ﹤0.01%
248,411
+7,404
1986
$7.35M ﹤0.01%
261,974
-7,419
1987
$7.33M ﹤0.01%
58,335
-1,155
1988
$7.3M ﹤0.01%
1,608,444
-84,912
1989
$7.3M ﹤0.01%
300,943
-10,181
1990
$7.27M ﹤0.01%
717,844
+7,544
1991
$7.27M ﹤0.01%
225,469
-8,429
1992
$7.27M ﹤0.01%
68,388
-2,702
1993
$7.26M ﹤0.01%
383,091
+131,107
1994
$7.26M ﹤0.01%
129,319
+45,941
1995
$7.25M ﹤0.01%
83,424
-112,239
1996
$7.22M ﹤0.01%
244,846
-1,825
1997
$7.22M ﹤0.01%
184,782
-5,063
1998
$7.21M ﹤0.01%
177,474
-7,475
1999
$7.2M ﹤0.01%
175,997
-6,774
2000
$7.18M ﹤0.01%
56,870
-2,842