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
$305B
AUM Growth
-$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,037
New
Increased
Reduced
Closed

Top Buys

1 +$514M
2 +$315M
3 +$293M
4
SCHW icon
Charles Schwab
SCHW
+$254M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229M

Top Sells

1 +$408M
2 +$356M
3 +$330M
4
VZ icon
Verizon
VZ
+$327M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$305M

Sector Composition

1 Technology 23.18%
2 Healthcare 10.69%
3 Financials 10.58%
4 Industrials 8.43%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6.42M ﹤0.01%
87,318
-132,128
2027
$6.41M ﹤0.01%
594,096
-121,032
2028
$6.4M ﹤0.01%
189,180
+5,919
2029
$6.38M ﹤0.01%
208,197
+9,457
2030
$6.38M ﹤0.01%
70,550
+853
2031
$6.36M ﹤0.01%
97,020
-9,117
2032
$6.34M ﹤0.01%
222,307
+9,956
2033
$6.33M ﹤0.01%
61,697
-882
2034
$6.32M ﹤0.01%
36,551
-3,810
2035
$6.31M ﹤0.01%
157,032
+96,147
2036
$6.31M ﹤0.01%
191,651
-652
2037
$6.3M ﹤0.01%
48,336
-3,962
2038
$6.29M ﹤0.01%
259,113
+25,313
2039
$6.28M ﹤0.01%
654,006
+256,863
2040
$6.28M ﹤0.01%
86,359
+3,469
2041
$6.28M ﹤0.01%
62,854
+2,832
2042
$6.27M ﹤0.01%
135,381
+9,281
2043
$6.27M ﹤0.01%
84,550
-19,192
2044
$6.25M ﹤0.01%
92,513
-15,152
2045
$6.24M ﹤0.01%
114,797
-4,513
2046
$6.23M ﹤0.01%
163,527
-284,239
2047
$6.22M ﹤0.01%
277,124
-398
2048
$6.21M ﹤0.01%
157,130
+4,974
2049
$6.21M ﹤0.01%
243,932
-4,479
2050
$6.19M ﹤0.01%
226,054
-87,746