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
$169B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,339
New
Increased
Reduced
Closed

Top Buys

1 +$402M
2 +$289M
3 +$276M
4
BP icon
BP
BP
+$233M
5
HPQ icon
HP
HPQ
+$215M

Top Sells

1 +$568M
2 +$544M
3 +$326M
4
ACN icon
Accenture
ACN
+$322M
5
IYE icon
iShares US Energy ETF
IYE
+$277M

Sector Composition

1 Technology 14.2%
2 Financials 12.95%
3 Healthcare 12.43%
4 Industrials 10.22%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.45M ﹤0.01%
76,240
+1,217
2002
$4.43M ﹤0.01%
293,259
+2,000
2003
$4.43M ﹤0.01%
56,095
-3,897
2004
$4.43M ﹤0.01%
29,117
-1,237
2005
$4.43M ﹤0.01%
359,982
+33,156
2006
$4.43M ﹤0.01%
328,488
+4,865
2007
$4.42M ﹤0.01%
125,640
-2,687
2008
$4.41M ﹤0.01%
43,665
+24,008
2009
$4.41M ﹤0.01%
66,275
-541,902
2010
$4.41M ﹤0.01%
50,293
+260
2011
$4.4M ﹤0.01%
179,599
-3,500
2012
$4.38M ﹤0.01%
277,828
+8,476
2013
$4.35M ﹤0.01%
132,352
+129,983
2014
$4.34M ﹤0.01%
110,919
+1,081
2015
$4.33M ﹤0.01%
75,323
+443
2016
$4.32M ﹤0.01%
224,931
-243,952
2017
$4.32M ﹤0.01%
239,009
+4,860
2018
$4.31M ﹤0.01%
59,899
+10,268
2019
$4.3M ﹤0.01%
164,080
+54,729
2020
$4.29M ﹤0.01%
83,931
+19,385
2021
$4.29M ﹤0.01%
106,027
2022
$4.28M ﹤0.01%
272,168
+62,788
2023
$4.26M ﹤0.01%
97,456
+8,333
2024
$4.26M ﹤0.01%
73,556
+2,208
2025
$4.25M ﹤0.01%
122,054
-63,830