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
2426
$1.95M ﹤0.01%
83,757
-554
2427
$1.95M ﹤0.01%
110,772
+40,561
2428
$1.94M ﹤0.01%
51,861
-54,490
2429
$1.94M ﹤0.01%
87,965
+83,792
2430
$1.94M ﹤0.01%
207,521
+46,740
2431
$1.93M ﹤0.01%
250,168
+47,209
2432
$1.92M ﹤0.01%
134,194
+73,549
2433
$1.92M ﹤0.01%
186,895
+12,980
2434
$1.92M ﹤0.01%
184,752
+157,638
2435
$1.92M ﹤0.01%
74,593
-2,145
2436
$1.91M ﹤0.01%
52,907
+996
2437
$1.9M ﹤0.01%
50,141
-8,012
2438
$1.89M ﹤0.01%
48,082
+370
2439
$1.88M ﹤0.01%
20,511
-8,958
2440
$1.87M ﹤0.01%
273,443
+4,796
2441
$1.86M ﹤0.01%
75,681
+6,843
2442
$1.86M ﹤0.01%
135,642
-215,557
2443
$1.86M ﹤0.01%
85,728
+1,338
2444
$1.85M ﹤0.01%
119,917
-633,398
2445
$1.85M ﹤0.01%
265,141
+3,957
2446
$1.84M ﹤0.01%
252,975
+199,983
2447
$1.84M ﹤0.01%
43,453
+1,123
2448
$1.84M ﹤0.01%
87,611
+52,960
2449
$1.83M ﹤0.01%
87,972
+43,319
2450
$1.82M ﹤0.01%
17,185
+8,192