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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$6.18M ﹤0.01%
593,685
-12,112
2052
$6.18M ﹤0.01%
160,481
-3,030
2053
$6.18M ﹤0.01%
369,729
-1,372
2054
$6.18M ﹤0.01%
1,577,032
-513,030
2055
$6.16M ﹤0.01%
117,561
-14,222
2056
$6.15M ﹤0.01%
+622,901
2057
$6.13M ﹤0.01%
199,749
-1,811
2058
$6.11M ﹤0.01%
656,842
+46,124
2059
$6.11M ﹤0.01%
87,219
-123,300
2060
$6.11M ﹤0.01%
75,396
-90,317
2061
$6.09M ﹤0.01%
937,930
-25,321
2062
$6.09M ﹤0.01%
263,954
-380
2063
$6.07M ﹤0.01%
358,938
-33,265
2064
$6.07M ﹤0.01%
558,703
-20,477
2065
$6.04M ﹤0.01%
213,510
-8,090
2066
$6.04M ﹤0.01%
195,717
-8,507
2067
$6.03M ﹤0.01%
+607,150
2068
$6.02M ﹤0.01%
180,105
-13,261
2069
$6.01M ﹤0.01%
176,052
+100,744
2070
$6M ﹤0.01%
342,483
+92,504
2071
$6M ﹤0.01%
112,712
-88,424
2072
$5.99M ﹤0.01%
166,938
-198,244
2073
$5.98M ﹤0.01%
12,092
-8,839
2074
$5.97M ﹤0.01%
182,301
-90
2075
$5.97M ﹤0.01%
44,974
-838