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
$144B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,923
New
Increased
Reduced
Closed

Top Buys

1 +$2.13B
2 +$2.08B
3 +$1.83B
4
AAPL icon
Apple
AAPL
+$1.72B
5
WFC icon
Wells Fargo
WFC
+$1.59B

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.15%
2 Technology 13.36%
3 Healthcare 12.1%
4 Industrials 10.8%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$1.14M ﹤0.01%
+84,486
2402
$1.13M ﹤0.01%
+37,231
2403
$1.13M ﹤0.01%
+23,338
2404
$1.13M ﹤0.01%
+166,643
2405
$1.12M ﹤0.01%
+121,165
2406
$1.12M ﹤0.01%
+16,764
2407
$1.11M ﹤0.01%
+63,748
2408
$1.11M ﹤0.01%
+32,986
2409
$1.1M ﹤0.01%
+36,786
2410
$1.1M ﹤0.01%
+110,736
2411
$1.1M ﹤0.01%
+134,966
2412
$1.09M ﹤0.01%
+20,073
2413
$1.09M ﹤0.01%
+40,491
2414
$1.09M ﹤0.01%
+197,269
2415
$1.08M ﹤0.01%
+23,772
2416
$1.08M ﹤0.01%
+37,173
2417
$1.08M ﹤0.01%
+79,207
2418
$1.07M ﹤0.01%
+1,008,110
2419
$1.07M ﹤0.01%
+28,757
2420
$1.06M ﹤0.01%
+35,558
2421
$1.06M ﹤0.01%
+119,882
2422
$1.06M ﹤0.01%
+44,418
2423
$1.05M ﹤0.01%
+27,517
2424
$1.05M ﹤0.01%
+76,346
2425
$1.04M ﹤0.01%
+92,301