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
2101
$5.79M ﹤0.01%
277,906
-10,531
2102
$5.79M ﹤0.01%
1,119,990
+55,078
2103
$5.78M ﹤0.01%
109,027
+1,080
2104
$5.78M ﹤0.01%
162,707
-10,554
2105
$5.78M ﹤0.01%
436,467
-13,353
2106
$5.76M ﹤0.01%
233,258
-2,744
2107
$5.76M ﹤0.01%
196,641
-6,413
2108
$5.75M ﹤0.01%
281,700
+50,839
2109
$5.75M ﹤0.01%
186,260
+406
2110
$5.74M ﹤0.01%
191,678
-64,388
2111
$5.74M ﹤0.01%
268,348
-90,288
2112
$5.73M ﹤0.01%
139,644
-3,025
2113
$5.73M ﹤0.01%
62,877
-2,106
2114
$5.72M ﹤0.01%
+240,337
2115
$5.72M ﹤0.01%
22,341
+10,493
2116
$5.71M ﹤0.01%
246,124
-68,717
2117
$5.7M ﹤0.01%
412,333
-14,566
2118
$5.69M ﹤0.01%
157,275
-65,568
2119
$5.68M ﹤0.01%
4,395
-963
2120
$5.68M ﹤0.01%
83,163
+18,808
2121
$5.67M ﹤0.01%
253,913
+146,194
2122
$5.66M ﹤0.01%
113,743
-2,460
2123
$5.65M ﹤0.01%
394,659
+6,959
2124
$5.64M ﹤0.01%
623,150
+61,346
2125
$5.63M ﹤0.01%
3,393,473
-469,157