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
2151
$5.91M ﹤0.01%
506,764
+8,514
2152
$5.89M ﹤0.01%
173,946
-1,135
2153
$5.88M ﹤0.01%
229,439
-85,277
2154
$5.88M ﹤0.01%
505,678
-30,541
2155
$5.88M ﹤0.01%
367,746
+8,706
2156
$5.88M ﹤0.01%
82,112
-13,305
2157
$5.87M ﹤0.01%
436,968
-18,271
2158
$5.87M ﹤0.01%
907,463
+36,278
2159
$5.87M ﹤0.01%
280,901
+211,375
2160
$5.86M ﹤0.01%
133,740
+78,466
2161
$5.85M ﹤0.01%
223,181
-28,665
2162
$5.83M ﹤0.01%
124,545
-29,011
2163
$5.83M ﹤0.01%
128,068
-1,879
2164
$5.83M ﹤0.01%
513,376
+124,734
2165
$5.82M ﹤0.01%
97,145
+1,396
2166
$5.82M ﹤0.01%
233,633
-9,849
2167
$5.8M ﹤0.01%
70,037
-12,843
2168
$5.79M ﹤0.01%
71,734
-1,834
2169
$5.78M ﹤0.01%
37,706
-1,609
2170
$5.77M ﹤0.01%
320,887
+28,187
2171
$5.77M ﹤0.01%
119,310
-6,835
2172
$5.76M ﹤0.01%
704,428
-1,722
2173
$5.75M ﹤0.01%
139,427
+89,622
2174
$5.75M ﹤0.01%
101,818
-184,928
2175
$5.74M ﹤0.01%
80,751
+3,663