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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$2.71M ﹤0.01%
+85,433
2077
$2.7M ﹤0.01%
+119,753
2078
$2.67M ﹤0.01%
+9,155
2079
$2.66M ﹤0.01%
+80,280
2080
$2.66M ﹤0.01%
+173,027
2081
$2.66M ﹤0.01%
+61,985
2082
$2.65M ﹤0.01%
+33,707
2083
$2.64M ﹤0.01%
+88,527
2084
$2.64M ﹤0.01%
+157,506
2085
$2.64M ﹤0.01%
+100,728
2086
$2.64M ﹤0.01%
+64,232
2087
$2.64M ﹤0.01%
+49,700
2088
$2.64M ﹤0.01%
+125,442
2089
$2.62M ﹤0.01%
+126,503
2090
$2.62M ﹤0.01%
+124,517
2091
$2.62M ﹤0.01%
+91,104
2092
$2.62M ﹤0.01%
+130,408
2093
$2.62M ﹤0.01%
+70,371
2094
$2.61M ﹤0.01%
+58,002
2095
$2.6M ﹤0.01%
+239,174
2096
$2.59M ﹤0.01%
+282,670
2097
$2.59M ﹤0.01%
+157,602
2098
$2.59M ﹤0.01%
+44,283
2099
$2.57M ﹤0.01%
+74,657
2100
$2.56M ﹤0.01%
+169,916