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
$172B
AUM Growth
+$5.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,407
New
Increased
Reduced
Closed

Top Buys

1 +$693M
2 +$512M
3 +$331M
4
MMM icon
3M
MMM
+$305M
5
BABA icon
Alibaba
BABA
+$271M

Sector Composition

1 Technology 14.2%
2 Financials 13.78%
3 Healthcare 13.65%
4 Industrials 9.79%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$2.41M ﹤0.01%
240,962
+75,933
2327
$2.41M ﹤0.01%
45,010
2328
$2.4M ﹤0.01%
16,785
+2,345
2329
$2.4M ﹤0.01%
19,180
-11
2330
$2.39M ﹤0.01%
140,162
+2,445
2331
$2.39M ﹤0.01%
89,733
+1,553
2332
$2.39M ﹤0.01%
71,325
-49,645
2333
$2.39M ﹤0.01%
74,368
-15,427
2334
$2.39M ﹤0.01%
155,067
+1,506
2335
$2.39M ﹤0.01%
34,262
+13,195
2336
$2.38M ﹤0.01%
91,889
+37,662
2337
$2.38M ﹤0.01%
241,853
-52,286
2338
$2.38M ﹤0.01%
54,947
2339
$2.37M ﹤0.01%
76,117
+40,700
2340
$2.37M ﹤0.01%
133,642
+2,697
2341
$2.37M ﹤0.01%
76,963
+1,400
2342
$2.37M ﹤0.01%
78,590
+240
2343
$2.36M ﹤0.01%
104,100
+7,925
2344
$2.36M ﹤0.01%
216,500
+180,900
2345
$2.36M ﹤0.01%
476,427
+23,024
2346
$2.36M ﹤0.01%
196,117
+20,174
2347
$2.35M ﹤0.01%
183,278
-1,372,089
2348
$2.35M ﹤0.01%
90,396
+915
2349
$2.35M ﹤0.01%
48,502
-14,112
2350
$2.35M ﹤0.01%
187,575
-23,383