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
$287B
AUM Growth
-$52.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,073
New
Increased
Reduced
Closed

Top Sells

1 +$454M
2 +$379M
3 +$356M
4
EOG icon
EOG Resources
EOG
+$312M
5
TGT icon
Target
TGT
+$279M

Sector Composition

1 Technology 20.82%
2 Healthcare 12.74%
3 Financials 11.16%
4 Industrials 8.52%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$3.69M ﹤0.01%
294,640
-269,655
2427
$3.69M ﹤0.01%
73,002
+2,267
2428
$3.68M ﹤0.01%
760,981
+47,260
2429
$3.67M ﹤0.01%
177,905
+151,273
2430
$3.65M ﹤0.01%
698,485
-31,389
2431
$3.64M ﹤0.01%
131,166
-264,373
2432
$3.64M ﹤0.01%
37,742
-4,004
2433
$3.64M ﹤0.01%
96,400
+1,272
2434
$3.64M ﹤0.01%
261,404
+4,734
2435
$3.63M ﹤0.01%
491,102
+6,908
2436
$3.63M ﹤0.01%
130,042
+38,817
2437
$3.62M ﹤0.01%
97,357
-861
2438
$3.62M ﹤0.01%
157,998
+12
2439
$3.62M ﹤0.01%
577,426
-3,552
2440
$3.61M ﹤0.01%
151,581
-55,860
2441
$3.6M ﹤0.01%
274,935
-52,355
2442
$3.6M ﹤0.01%
100,796
-209,734
2443
$3.6M ﹤0.01%
75,310
-86,440
2444
$3.59M ﹤0.01%
59,132
+5,296
2445
$3.59M ﹤0.01%
194,342
-5,375
2446
$3.57M ﹤0.01%
251,154
-985
2447
$3.57M ﹤0.01%
64,829
-43,321
2448
$3.56M ﹤0.01%
184,698
-3,516
2449
$3.56M ﹤0.01%
1,148,072
-15,066
2450
$3.56M ﹤0.01%
300,716
+248,617