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
2001
$7.18M ﹤0.01%
161,068
-15,154
2002
$7.18M ﹤0.01%
950,436
-1,762,639
2003
$7.18M ﹤0.01%
1,341,133
+818,571
2004
$7.17M ﹤0.01%
322,411
-40,367
2005
$7.14M ﹤0.01%
74,390
-3,071
2006
$7.14M ﹤0.01%
74,686
-4,765
2007
$7.13M ﹤0.01%
100,230
+43,225
2008
$7.13M ﹤0.01%
185,055
-75,540
2009
$7.12M ﹤0.01%
226,691
-6,430
2010
$7.1M ﹤0.01%
344,953
-6,990
2011
$7.09M ﹤0.01%
314,516
+157,740
2012
$7.07M ﹤0.01%
+312,441
2013
$7.07M ﹤0.01%
345,857
-54,317
2014
$7.07M ﹤0.01%
111,034
+524
2015
$7.06M ﹤0.01%
496,805
+53,190
2016
$7.04M ﹤0.01%
1,068,956
+77,911
2017
$7.04M ﹤0.01%
26,166
+1,760
2018
$7.03M ﹤0.01%
68,282
-15,597
2019
$7.03M ﹤0.01%
86,643
-1,780
2020
$7.02M ﹤0.01%
224,385
+3,091
2021
$7.01M ﹤0.01%
171,508
-31,107
2022
$7.01M ﹤0.01%
94,965
-37,052
2023
$7.01M ﹤0.01%
+281,003
2024
$7.01M ﹤0.01%
355,385
-969,419
2025
$7.01M ﹤0.01%
237,606
+63,249