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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.01M ﹤0.01%
379,672
+12,499
2002
$6.99M ﹤0.01%
225,654
+147,700
2003
$6.98M ﹤0.01%
157,928
-129,195
2004
$6.97M ﹤0.01%
2,294,185
+75,981
2005
$6.96M ﹤0.01%
198,593
+50,048
2006
$6.95M ﹤0.01%
163,049
+7,884
2007
$6.95M ﹤0.01%
96,209
-27,842
2008
$6.93M ﹤0.01%
598,097
-734,046
2009
$6.91M ﹤0.01%
402,680
+15,840
2010
$6.88M ﹤0.01%
205,054
-150,120
2011
$6.88M ﹤0.01%
85,612
+2,996
2012
$6.87M ﹤0.01%
268,926
+12,232
2013
$6.85M ﹤0.01%
104,322
-1,248
2014
$6.83M ﹤0.01%
230,616
+4,824
2015
$6.83M ﹤0.01%
256,929
-88,586
2016
$6.82M ﹤0.01%
2,534,707
+135,057
2017
$6.8M ﹤0.01%
3,532
+255
2018
$6.8M ﹤0.01%
131,133
-8,089
2019
$6.8M ﹤0.01%
326,847
+116,649
2020
$6.78M ﹤0.01%
120,799
-10,155
2021
$6.77M ﹤0.01%
219,233
-106,077
2022
$6.76M ﹤0.01%
691,015
+20,022
2023
$6.76M ﹤0.01%
149,914
+3,982
2024
$6.75M ﹤0.01%
166,098
+14,028
2025
$6.75M ﹤0.01%
21,194
-1,505