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
2051
$3.8M ﹤0.01%
272,836
+1,030
2052
$3.78M ﹤0.01%
157,866
+7,627
2053
$3.78M ﹤0.01%
38,133
-1,231
2054
$3.77M ﹤0.01%
+106,108
2055
$3.77M ﹤0.01%
116,674
+6,162
2056
$3.77M ﹤0.01%
86,574
-22,912
2057
$3.77M ﹤0.01%
160,573
+4,999
2058
$3.77M ﹤0.01%
+1,535
2059
$3.75M ﹤0.01%
43,073
+6,504
2060
$3.74M ﹤0.01%
407,455
-37,361
2061
$3.74M ﹤0.01%
312,157
+3,920
2062
$3.74M ﹤0.01%
53,409
+10,032
2063
$3.74M ﹤0.01%
192,083
-98,812
2064
$3.73M ﹤0.01%
360,788
+357,488
2065
$3.72M ﹤0.01%
174,089
+10,009
2066
$3.72M ﹤0.01%
68,170
-94,140
2067
$3.71M ﹤0.01%
75,001
-322
2068
$3.7M ﹤0.01%
162,400
+60
2069
$3.69M ﹤0.01%
64,831
-1,444
2070
$3.69M ﹤0.01%
99,410
+58,912
2071
$3.67M ﹤0.01%
102,019
-3,020
2072
$3.66M ﹤0.01%
98,297
+94,145
2073
$3.65M ﹤0.01%
1,473,740
-707,940
2074
$3.65M ﹤0.01%
+334,900
2075
$3.65M ﹤0.01%
55,004
-537