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
2451
$961K ﹤0.01%
+55,733
2452
$960K ﹤0.01%
+34,769
2453
$949K ﹤0.01%
+39,659
2454
$943K ﹤0.01%
+71,756
2455
$942K ﹤0.01%
+35,921
2456
$934K ﹤0.01%
+11,668
2457
$932K ﹤0.01%
+8,289
2458
$931K ﹤0.01%
+61,904
2459
$928K ﹤0.01%
+61,693
2460
$928K ﹤0.01%
+72,404
2461
$922K ﹤0.01%
+45,373
2462
$921K ﹤0.01%
+54,644
2463
$919K ﹤0.01%
+29,236
2464
$914K ﹤0.01%
+67,669
2465
$914K ﹤0.01%
+135,621
2466
$913K ﹤0.01%
+75,936
2467
$911K ﹤0.01%
+97,333
2468
$909K ﹤0.01%
+117,523
2469
$906K ﹤0.01%
+48,050
2470
$904K ﹤0.01%
+90,525
2471
$902K ﹤0.01%
+108,541
2472
$901K ﹤0.01%
+25,962
2473
$898K ﹤0.01%
+44,858
2474
$898K ﹤0.01%
+20,801
2475
$897K ﹤0.01%
+30,571