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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$3.55M ﹤0.01%
355,265
-34,298
2127
$3.53M ﹤0.01%
59,756
+10,092
2128
$3.53M ﹤0.01%
233,607
+7,266
2129
$3.53M ﹤0.01%
38,771
+13,916
2130
$3.52M ﹤0.01%
33,712
+17,186
2131
$3.51M ﹤0.01%
76,281
-13,676
2132
$3.51M ﹤0.01%
64,412
+52,932
2133
$3.5M ﹤0.01%
72,374
+11,250
2134
$3.5M ﹤0.01%
109,011
+1,464
2135
$3.5M ﹤0.01%
61,166
+1,358
2136
$3.5M ﹤0.01%
141,385
-953,073
2137
$3.49M ﹤0.01%
539,078
+61,420
2138
$3.49M ﹤0.01%
10,416
+113
2139
$3.49M ﹤0.01%
329,809
+217,809
2140
$3.48M ﹤0.01%
188,141
-8,108
2141
$3.48M ﹤0.01%
123,785
-445,727
2142
$3.47M ﹤0.01%
137,497
+1,138
2143
$3.46M ﹤0.01%
49,179
+6,378
2144
$3.45M ﹤0.01%
24,862
-19,159
2145
$3.45M ﹤0.01%
168,523
+8,067
2146
$3.44M ﹤0.01%
311,727
+18,742
2147
$3.42M ﹤0.01%
307,846
+219,581
2148
$3.41M ﹤0.01%
100,459
-189,388
2149
$3.41M ﹤0.01%
49,874
+375
2150
$3.41M ﹤0.01%
155,646
+1,582