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
2126
$5.93M ﹤0.01%
170,324
-818,363
2127
$5.92M ﹤0.01%
183,930
-1,817
2128
$5.91M ﹤0.01%
244,839
-30,840
2129
$5.9M ﹤0.01%
121,848
-243,226
2130
$5.88M ﹤0.01%
586,462
+563,700
2131
$5.88M ﹤0.01%
52,166
-4,963
2132
$5.87M ﹤0.01%
137,144
-680
2133
$5.87M ﹤0.01%
235,182
+11,454
2134
$5.87M ﹤0.01%
61,259
-4,416
2135
$5.85M ﹤0.01%
55,782
+594
2136
$5.85M ﹤0.01%
1,206,151
+401,976
2137
$5.84M ﹤0.01%
138,090
-729,785
2138
$5.83M ﹤0.01%
549,730
+17,900
2139
$5.83M ﹤0.01%
194,717
-16,925
2140
$5.82M ﹤0.01%
536,218
+73,357
2141
$5.81M ﹤0.01%
239,547
+92,001
2142
$5.81M ﹤0.01%
499,643
+158,861
2143
$5.79M ﹤0.01%
433,544
+349,873
2144
$5.79M ﹤0.01%
144,675
-34,064
2145
$5.79M ﹤0.01%
650,353
-34,100
2146
$5.78M ﹤0.01%
88,032
-4,098
2147
$5.78M ﹤0.01%
38,152
-1,718
2148
$5.77M ﹤0.01%
137,081
-31,444
2149
$5.77M ﹤0.01%
76,019
+21,501
2150
$5.76M ﹤0.01%
512,488
+418,492