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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$6.52M ﹤0.01%
361,009
-66,463
2077
$6.51M ﹤0.01%
422,172
-31,276
2078
$6.51M ﹤0.01%
652,273
+95,932
2079
$6.51M ﹤0.01%
994,558
+702,786
2080
$6.5M ﹤0.01%
489,793
-36,536
2081
$6.48M ﹤0.01%
31,454
-1,251
2082
$6.48M ﹤0.01%
558,685
+20,351
2083
$6.48M ﹤0.01%
174,437
-20,306
2084
$6.48M ﹤0.01%
180,002
+2,440
2085
$6.47M ﹤0.01%
243,196
-11,886
2086
$6.46M ﹤0.01%
113,774
-32,335
2087
$6.44M ﹤0.01%
4,654
-1,563
2088
$6.43M ﹤0.01%
479,133
+332,427
2089
$6.43M ﹤0.01%
446,459
-27,776
2090
$6.43M ﹤0.01%
141,592
-15,079
2091
$6.43M ﹤0.01%
126,100
-596,938
2092
$6.42M ﹤0.01%
389,031
-15,784
2093
$6.39M ﹤0.01%
807,398
+3,997
2094
$6.39M ﹤0.01%
101,497
-3,862
2095
$6.37M ﹤0.01%
53,393
+8,648
2096
$6.37M ﹤0.01%
1,646,365
+130,097
2097
$6.37M ﹤0.01%
+348,970
2098
$6.36M ﹤0.01%
52,296
+2,160
2099
$6.36M ﹤0.01%
100,376
-298,827
2100
$6.34M ﹤0.01%
180,773
-883