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
$166B
AUM Growth
-$3.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,575
New
Increased
Reduced
Closed

Top Sells

1 +$421M
2 +$396M
3 +$331M
4
IYE icon
iShares US Energy ETF
IYE
+$301M
5
VZ icon
Verizon
VZ
+$290M

Sector Composition

1 Technology 14.11%
2 Financials 13.47%
3 Healthcare 13.27%
4 Industrials 9.71%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$2.85M ﹤0.01%
26,841
-2,276
2202
$2.84M ﹤0.01%
186,223
+7,296
2203
$2.84M ﹤0.01%
124,689
+5,640
2204
$2.83M ﹤0.01%
+135,035
2205
$2.83M ﹤0.01%
63,738
-770,477
2206
$2.82M ﹤0.01%
63,542
-2,261
2207
$2.82M ﹤0.01%
+106,960
2208
$2.8M ﹤0.01%
103,855
+2,700
2209
$2.8M ﹤0.01%
83,560
-1,518
2210
$2.79M ﹤0.01%
59,808
-3,099
2211
$2.79M ﹤0.01%
124,299
-55,300
2212
$2.79M ﹤0.01%
25,331
-43
2213
$2.78M ﹤0.01%
41,730
+5,941
2214
$2.77M ﹤0.01%
12,207
-106
2215
$2.77M ﹤0.01%
86,907
-280
2216
$2.76M ﹤0.01%
116,830
+1,300
2217
$2.76M ﹤0.01%
35,373
-1,438
2218
$2.76M ﹤0.01%
61,113
+3,056
2219
$2.75M ﹤0.01%
108,044
-12,340
2220
$2.75M ﹤0.01%
4,834
+582
2221
$2.74M ﹤0.01%
191,758
-10,717
2222
$2.72M ﹤0.01%
149,440
-139,716
2223
$2.72M ﹤0.01%
153,561
+6,070
2224
$2.72M ﹤0.01%
+162,022
2225
$2.69M ﹤0.01%
14,260
+493