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
2226
$4.88M ﹤0.01%
329,332
-21,902
2227
$4.88M ﹤0.01%
148,327
-50,610
2228
$4.88M ﹤0.01%
258,343
+1,975
2229
$4.88M ﹤0.01%
348,726
-9,597
2230
$4.88M ﹤0.01%
+173,544
2231
$4.88M ﹤0.01%
90,391
-7,784
2232
$4.88M ﹤0.01%
106,568
-20,367
2233
$4.88M ﹤0.01%
+192,393
2234
$4.88M ﹤0.01%
73,043
+10,679
2235
$4.87M ﹤0.01%
191,173
+6,825
2236
$4.87M ﹤0.01%
+56,082
2237
$4.86M ﹤0.01%
143,470
-2,298
2238
$4.86M ﹤0.01%
186,669
-95,751
2239
$4.85M ﹤0.01%
493,494
-8,562
2240
$4.84M ﹤0.01%
59,960
-2,037
2241
$4.84M ﹤0.01%
32,493
-345
2242
$4.83M ﹤0.01%
665,271
-10,454
2243
$4.82M ﹤0.01%
144,260
+103,178
2244
$4.82M ﹤0.01%
524,603
-5,817
2245
$4.81M ﹤0.01%
181,315
+4,175
2246
$4.81M ﹤0.01%
214,275
+2,510
2247
$4.8M ﹤0.01%
217,925
+2,028
2248
$4.8M ﹤0.01%
355,925
+173,507
2249
$4.79M ﹤0.01%
173,928
+156,883
2250
$4.79M ﹤0.01%
41,143
-1,314