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
2276
$4.63M ﹤0.01%
718,235
-801,120
2277
$4.63M ﹤0.01%
1,081,928
-161,720
2278
$4.62M ﹤0.01%
128,562
-6,118
2279
$4.61M ﹤0.01%
484,796
+30,777
2280
$4.61M ﹤0.01%
295,192
-53,483
2281
$4.6M ﹤0.01%
192,627
+5,019
2282
$4.59M ﹤0.01%
185,235
+3,573
2283
$4.58M ﹤0.01%
96,873
-5,141
2284
$4.57M ﹤0.01%
127,814
+66,248
2285
$4.57M ﹤0.01%
205,709
+961
2286
$4.55M ﹤0.01%
228,380
+3,906
2287
$4.55M ﹤0.01%
202,624
-3,510
2288
$4.55M ﹤0.01%
+280,849
2289
$4.53M ﹤0.01%
728,948
+444,856
2290
$4.53M ﹤0.01%
194,184
+53,748
2291
$4.53M ﹤0.01%
312,811
+421
2292
$4.52M ﹤0.01%
123,253
+660
2293
$4.51M ﹤0.01%
226,321
-122
2294
$4.51M ﹤0.01%
124,485
-1,799
2295
$4.5M ﹤0.01%
60,533
-78
2296
$4.5M ﹤0.01%
225,961
+141,446
2297
$4.49M ﹤0.01%
220,477
+3,985
2298
$4.49M ﹤0.01%
56,968
+22,125
2299
$4.48M ﹤0.01%
211,394
-112,579
2300
$4.47M ﹤0.01%
+359,920