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
2176
$5.73M ﹤0.01%
250,895
-1,741
2177
$5.73M ﹤0.01%
347,276
+199,638
2178
$5.72M ﹤0.01%
202,679
-64,626
2179
$5.71M ﹤0.01%
299,468
+17,967
2180
$5.7M ﹤0.01%
114,065
-3,887
2181
$5.7M ﹤0.01%
154,441
+19,618
2182
$5.69M ﹤0.01%
242,161
-191,521
2183
$5.69M ﹤0.01%
70,850
+11,674
2184
$5.68M ﹤0.01%
23,260
-1,086
2185
$5.68M ﹤0.01%
428,165
+51,795
2186
$5.68M ﹤0.01%
520,378
-81,988
2187
$5.68M ﹤0.01%
185,404
-32,917
2188
$5.67M ﹤0.01%
198,929
-11,293
2189
$5.67M ﹤0.01%
83,537
-4,068
2190
$5.67M ﹤0.01%
746,150
-91,205
2191
$5.66M ﹤0.01%
443,558
+359,439
2192
$5.65M ﹤0.01%
266,107
-26,100
2193
$5.64M ﹤0.01%
107,289
-434,303
2194
$5.64M ﹤0.01%
67,114
+3,272
2195
$5.64M ﹤0.01%
60,022
+2,302
2196
$5.59M ﹤0.01%
1,172,671
-134,714
2197
$5.59M ﹤0.01%
527,156
-94,160
2198
$5.58M ﹤0.01%
371,022
-8,702
2199
$5.58M ﹤0.01%
328,771
+19,181
2200
$5.56M ﹤0.01%
255,467
-105,846