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
2151
$5.4M ﹤0.01%
185,356
-6,628
2152
$5.4M ﹤0.01%
165,167
-3,702
2153
$5.38M ﹤0.01%
259,071
+50,419
2154
$5.38M ﹤0.01%
84,828
-5,026
2155
$5.36M ﹤0.01%
658,020
-915,976
2156
$5.36M ﹤0.01%
552,885
-60,738
2157
$5.36M ﹤0.01%
98,256
-336
2158
$5.35M ﹤0.01%
492,110
+28,843
2159
$5.35M ﹤0.01%
222,069
-231,274
2160
$5.34M ﹤0.01%
427,363
-35,163
2161
$5.34M ﹤0.01%
454,337
+71,547
2162
$5.33M ﹤0.01%
73,827
+28,720
2163
$5.33M ﹤0.01%
675,372
-600
2164
$5.32M ﹤0.01%
137,142
-534
2165
$5.3M ﹤0.01%
83,447
+13,215
2166
$5.29M ﹤0.01%
127,378
-4,419
2167
$5.29M ﹤0.01%
90,190
+14,367
2168
$5.28M ﹤0.01%
537,091
+16,538
2169
$5.28M ﹤0.01%
62,723
-27,702
2170
$5.28M ﹤0.01%
221,887
-6,700
2171
$5.27M ﹤0.01%
463,854
+152,078
2172
$5.26M ﹤0.01%
325,651
-9,474
2173
$5.26M ﹤0.01%
97,478
+23,597
2174
$5.26M ﹤0.01%
96,094
+63,382
2175
$5.26M ﹤0.01%
200,410
+15,061