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
2126
$6.09M ﹤0.01%
167,866
+17,222
2127
$6.07M ﹤0.01%
271,158
-334
2128
$6.07M ﹤0.01%
374,383
+13,037
2129
$6.07M ﹤0.01%
536,393
+197,787
2130
$6.06M ﹤0.01%
104,380
-49
2131
$6.06M ﹤0.01%
1,319,739
-9,826
2132
$6.05M ﹤0.01%
286,416
+18,832
2133
$6.05M ﹤0.01%
232,144
+74,553
2134
$6.04M ﹤0.01%
242,940
-18,274
2135
$6.03M ﹤0.01%
221,438
-16,939
2136
$6.02M ﹤0.01%
294,099
-131,103
2137
$6.02M ﹤0.01%
129,831
-20,952
2138
$6.02M ﹤0.01%
446,465
-34,977
2139
$6.01M ﹤0.01%
332,189
-28,027
2140
$6.01M ﹤0.01%
277,522
-30,100
2141
$5.99M ﹤0.01%
223,059
-296,032
2142
$5.97M ﹤0.01%
30,224
-2,093
2143
$5.97M ﹤0.01%
2,170,063
-1,322,355
2144
$5.97M ﹤0.01%
410,605
+105,436
2145
$5.96M ﹤0.01%
146,718
+14,430
2146
$5.96M ﹤0.01%
270,423
+78,368
2147
$5.95M ﹤0.01%
183,261
-795
2148
$5.95M ﹤0.01%
332,921
-5,561
2149
$5.93M ﹤0.01%
359,485
+26,082
2150
$5.92M ﹤0.01%
49,861
-5,930