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
$370B
AUM Growth
-$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,165
New
Increased
Reduced
Closed

Top Sells

1 +$593M
2 +$542M
3 +$451M
4
BAH icon
Booz Allen Hamilton
BAH
+$427M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$424M

Sector Composition

1 Technology 22.22%
2 Financials 11.94%
3 Healthcare 9%
4 Industrials 8.1%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$4.25M ﹤0.01%
79,268
-1,975
2377
$4.24M ﹤0.01%
290,354
+2,739
2378
$4.22M ﹤0.01%
278,640
-45,046
2379
$4.22M ﹤0.01%
141,888
+1,090
2380
$4.21M ﹤0.01%
318,408
-30,321
2381
$4.21M ﹤0.01%
2,645,622
+84,802
2382
$4.2M ﹤0.01%
893,815
-227,322
2383
$4.19M ﹤0.01%
206,045
-3,430
2384
$4.19M ﹤0.01%
153,439
+32,984
2385
$4.19M ﹤0.01%
320,584
-14,057
2386
$4.18M ﹤0.01%
419,068
+96,503
2387
$4.17M ﹤0.01%
103,252
+574
2388
$4.17M ﹤0.01%
77,676
-5,503
2389
$4.17M ﹤0.01%
37,092
-900
2390
$4.17M ﹤0.01%
234,956
-44,353
2391
$4.17M ﹤0.01%
234,960
+1,339
2392
$4.16M ﹤0.01%
150,771
+7,558
2393
$4.15M ﹤0.01%
285,155
-8,772
2394
$4.15M ﹤0.01%
360,619
+62,740
2395
$4.14M ﹤0.01%
227,953
-60,898
2396
$4.13M ﹤0.01%
65,483
-233,362
2397
$4.13M ﹤0.01%
261,758
+82,798
2398
$4.12M ﹤0.01%
38,875
+7,087
2399
$4.12M ﹤0.01%
56,418
-5,758
2400
$4.12M ﹤0.01%
195,782
-244