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
2351
$4.55M ﹤0.01%
177,758
+39,154
2352
$4.54M ﹤0.01%
111,094
+13,376
2353
$4.54M ﹤0.01%
160,772
+114,373
2354
$4.54M ﹤0.01%
292,725
-236,990
2355
$4.53M ﹤0.01%
209,869
-14,363
2356
$4.53M ﹤0.01%
38,558
-2,683
2357
$4.53M ﹤0.01%
643,037
+308,648
2358
$4.52M ﹤0.01%
323,831
-11,352
2359
$4.52M ﹤0.01%
94,866
-8,043
2360
$4.52M ﹤0.01%
404,289
-44,312
2361
$4.52M ﹤0.01%
325,323
-29,686
2362
$4.5M ﹤0.01%
58,979
-3,288
2363
$4.5M ﹤0.01%
624,227
+454,927
2364
$4.5M ﹤0.01%
227,054
-12,701
2365
$4.5M ﹤0.01%
182,490
+14,562
2366
$4.5M ﹤0.01%
126,764
-19,200
2367
$4.49M ﹤0.01%
1,553,470
-173,995
2368
$4.47M ﹤0.01%
428,813
+280,643
2369
$4.47M ﹤0.01%
62,280
-3,017
2370
$4.46M ﹤0.01%
83,786
+12
2371
$4.46M ﹤0.01%
330,968
-19,819
2372
$4.45M ﹤0.01%
277,215
-53,299
2373
$4.44M ﹤0.01%
129,115
-5,775
2374
$4.43M ﹤0.01%
174,099
+49,558
2375
$4.41M ﹤0.01%
47,296
-1,155