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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.19M ﹤0.01%
138,605
+418
2027
$4.18M ﹤0.01%
+257,190
2028
$4.17M ﹤0.01%
202,979
+41,561
2029
$4.17M ﹤0.01%
112,394
-130,456
2030
$4.16M ﹤0.01%
37,045
+561
2031
$4.16M ﹤0.01%
156,874
+9,475
2032
$4.16M ﹤0.01%
298,420
+73,940
2033
$4.15M ﹤0.01%
166,000
+7,000
2034
$4.15M ﹤0.01%
2,484,872
-58,629
2035
$4.14M ﹤0.01%
79,011
-51,040
2036
$4.13M ﹤0.01%
418,630
-25,898
2037
$4.13M ﹤0.01%
78,699
+6,305
2038
$4.11M ﹤0.01%
310,574
-4,998
2039
$4.1M ﹤0.01%
68,393
-816,527
2040
$4.1M ﹤0.01%
81,503
-3,384
2041
$4.09M ﹤0.01%
59,557
-20,729
2042
$4.08M ﹤0.01%
129,583
+32,473
2043
$4.08M ﹤0.01%
198,613
+163,252
2044
$4.08M ﹤0.01%
44,107
+43,849
2045
$4.07M ﹤0.01%
128,944
+82,244
2046
$4.06M ﹤0.01%
971,897
-4,933
2047
$4.06M ﹤0.01%
33,184
-292
2048
$4.04M ﹤0.01%
126,558
+98,348
2049
$4.04M ﹤0.01%
314,883
-80,417
2050
$4.04M ﹤0.01%
86,788
+1,638