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
2101
$6.11M ﹤0.01%
90,443
-592
2102
$6.11M ﹤0.01%
71,552
-5,898
2103
$6.09M ﹤0.01%
26,001
+3,321
2104
$6.09M ﹤0.01%
602,472
+155,301
2105
$6.09M ﹤0.01%
244,624
-13,091
2106
$6.09M ﹤0.01%
130,106
+11,275
2107
$6.08M ﹤0.01%
111,214
+38,635
2108
$6.07M ﹤0.01%
298,276
+277,270
2109
$6.06M ﹤0.01%
103,991
-6,329
2110
$6.05M ﹤0.01%
120,269
+115,644
2111
$6.05M ﹤0.01%
102,557
-18,180
2112
$6.05M ﹤0.01%
104,461
-16,130
2113
$6.05M ﹤0.01%
79,748
+13,653
2114
$6.04M ﹤0.01%
132,780
-9,302
2115
$6.04M ﹤0.01%
331,597
-27,630
2116
$6.01M ﹤0.01%
157,037
-10,050
2117
$6.01M ﹤0.01%
302,866
-107,953
2118
$6M ﹤0.01%
240,337
-11,127
2119
$6M ﹤0.01%
736,492
+279,653
2120
$5.99M ﹤0.01%
83,975
-2,525
2121
$5.98M ﹤0.01%
343,323
-26,152
2122
$5.97M ﹤0.01%
52,533
+613
2123
$5.94M ﹤0.01%
100,385
+2,645
2124
$5.94M ﹤0.01%
174,738
+24,418
2125
$5.94M ﹤0.01%
391,777
+492