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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.13M ﹤0.01%
88,870
+316
2002
$4.13M ﹤0.01%
69,699
-7,312
2003
$4.12M ﹤0.01%
45,710
-102,714
2004
$4.12M ﹤0.01%
204,400
-137,919
2005
$4.12M ﹤0.01%
96,138
-81,358
2006
$4.09M ﹤0.01%
+141,810
2007
$4.09M ﹤0.01%
52,118
+2,808
2008
$4.09M ﹤0.01%
390,338
-142,640
2009
$4.08M ﹤0.01%
238,037
+235,463
2010
$4.08M ﹤0.01%
84,887
+3,430
2011
$4.08M ﹤0.01%
309,761
-26,330
2012
$4.07M ﹤0.01%
410,966
+30,467
2013
$4.07M ﹤0.01%
324,353
-576,763
2014
$4.06M ﹤0.01%
256,582
+10,330
2015
$4.05M ﹤0.01%
33,476
+181
2016
$4.03M ﹤0.01%
140,320
+55,181
2017
$4.03M ﹤0.01%
387,722
-79,246
2018
$4.03M ﹤0.01%
111,851
+932
2019
$4.02M ﹤0.01%
316,360
+92,172
2020
$4.02M ﹤0.01%
105,747
-280
2021
$4.02M ﹤0.01%
96,040
-5,488
2022
$4.02M ﹤0.01%
89,012
+4,732
2023
$4.02M ﹤0.01%
318,168
+16,250
2024
$4.01M ﹤0.01%
178,056
-46,875
2025
$4M ﹤0.01%
81,884
+8,904