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
2226
$5.41M ﹤0.01%
311,586
+3,184
2227
$5.41M ﹤0.01%
94,188
-30,406
2228
$5.41M ﹤0.01%
93,235
+3,036
2229
$5.4M ﹤0.01%
380,723
+26,416
2230
$5.39M ﹤0.01%
213,116
-67,866
2231
$5.39M ﹤0.01%
533,602
+11,029
2232
$5.39M ﹤0.01%
174,847
-52,925
2233
$5.38M ﹤0.01%
156,568
-37,762
2234
$5.36M ﹤0.01%
+296,359
2235
$5.35M ﹤0.01%
1,486,839
+607,256
2236
$5.34M ﹤0.01%
111,952
-573
2237
$5.33M ﹤0.01%
233,219
+2,614
2238
$5.31M ﹤0.01%
321,043
+224,031
2239
$5.31M ﹤0.01%
251,516
-10,059
2240
$5.31M ﹤0.01%
265,570
-27,938
2241
$5.31M ﹤0.01%
67,145
+22,517
2242
$5.3M ﹤0.01%
277,693
-9,556
2243
$5.29M ﹤0.01%
609,274
-32,075
2244
$5.29M ﹤0.01%
260,924
+250,598
2245
$5.28M ﹤0.01%
20,215
-47,085
2246
$5.28M ﹤0.01%
48,947
-142
2247
$5.26M ﹤0.01%
531,577
-19,882
2248
$5.26M ﹤0.01%
86,114
+5,918
2249
$5.25M ﹤0.01%
152,156
-236,981
2250
$5.25M ﹤0.01%
453,249
-32,853