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
2001
$3.18M ﹤0.01%
+295,193
2002
$3.18M ﹤0.01%
+189,200
2003
$3.17M ﹤0.01%
+604,554
2004
$3.17M ﹤0.01%
+201,962
2005
$3.17M ﹤0.01%
+3,165
2006
$3.16M ﹤0.01%
+7,694
2007
$3.16M ﹤0.01%
+63,000
2008
$3.16M ﹤0.01%
+135,033
2009
$3.15M ﹤0.01%
+63,000
2010
$3.15M ﹤0.01%
+295,961
2011
$3.15M ﹤0.01%
+356,054
2012
$3.14M ﹤0.01%
+232,662
2013
$3.14M ﹤0.01%
+67,469
2014
$3.13M ﹤0.01%
+220,865
2015
$3.13M ﹤0.01%
+241,488
2016
$3.1M ﹤0.01%
+356,850
2017
$3.1M ﹤0.01%
+62,315
2018
$3.09M ﹤0.01%
+125,867
2019
$3.09M ﹤0.01%
+340,804
2020
$3.08M ﹤0.01%
+87,376
2021
$3.07M ﹤0.01%
+137,826
2022
$3.06M ﹤0.01%
+89,930
2023
$3.06M ﹤0.01%
+204,804
2024
$3.04M ﹤0.01%
+73,079
2025
$3.04M ﹤0.01%
+188,255