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
2251
$4.78M ﹤0.01%
210,341
-53,350
2252
$4.78M ﹤0.01%
151,827
+2,499
2253
$4.77M ﹤0.01%
92,031
+8,927
2254
$4.76M ﹤0.01%
399,761
-24,237
2255
$4.76M ﹤0.01%
1,212,583
-48,023
2256
$4.76M ﹤0.01%
431,280
-19,182
2257
$4.75M ﹤0.01%
212,953
-4,928
2258
$4.74M ﹤0.01%
388,870
+331,814
2259
$4.72M ﹤0.01%
114,568
+18,086
2260
$4.71M ﹤0.01%
188,230
+14,371
2261
$4.71M ﹤0.01%
146,775
-11,785
2262
$4.7M ﹤0.01%
358,597
-8,835
2263
$4.69M ﹤0.01%
185,292
-22,577
2264
$4.69M ﹤0.01%
58,225
-689
2265
$4.68M ﹤0.01%
264,375
-26,389
2266
$4.67M ﹤0.01%
82,029
+2,594
2267
$4.66M ﹤0.01%
50,165
-1,644
2268
$4.65M ﹤0.01%
421,268
+20,509
2269
$4.65M ﹤0.01%
1,075,660
-20,050
2270
$4.64M ﹤0.01%
96,975
+2,579
2271
$4.64M ﹤0.01%
136,387
-2,987
2272
$4.64M ﹤0.01%
133,545
+4,877
2273
$4.64M ﹤0.01%
95,125
+700
2274
$4.64M ﹤0.01%
162,502
-6,435
2275
$4.64M ﹤0.01%
164,650
+5,265