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
2051
$6.55M ﹤0.01%
1,948,689
+389,635
2052
$6.53M ﹤0.01%
269,178
-13,656
2053
$6.52M ﹤0.01%
325,697
+9,661
2054
$6.51M ﹤0.01%
218,458
-2,882
2055
$6.51M ﹤0.01%
212,094
+89,000
2056
$6.51M ﹤0.01%
37,395
-4,128
2057
$6.5M ﹤0.01%
88,877
-7,007
2058
$6.5M ﹤0.01%
2,588,232
-7,922
2059
$6.47M ﹤0.01%
278,198
+15,623
2060
$6.47M ﹤0.01%
50,344
-392
2061
$6.45M ﹤0.01%
36,007
+2,344
2062
$6.45M ﹤0.01%
285,792
-35,116
2063
$6.42M ﹤0.01%
478,540
+49,724
2064
$6.42M ﹤0.01%
112,703
+965
2065
$6.4M ﹤0.01%
278,858
-1,521
2066
$6.4M ﹤0.01%
136,107
-7,372
2067
$6.38M ﹤0.01%
581,834
+87,996
2068
$6.38M ﹤0.01%
268,486
+90,956
2069
$6.37M ﹤0.01%
824,862
+52,944
2070
$6.36M ﹤0.01%
829,523
+458,884
2071
$6.35M ﹤0.01%
155,829
+15,872
2072
$6.35M ﹤0.01%
292,683
+11,237
2073
$6.35M ﹤0.01%
165,491
-6,796
2074
$6.34M ﹤0.01%
113,317
-6,867
2075
$6.34M ﹤0.01%
566,644
-433,468