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
2451
$3.54M ﹤0.01%
99,482
+2,367
2452
$3.54M ﹤0.01%
11,766
-677
2453
$3.54M ﹤0.01%
241,189
-12,094
2454
$3.53M ﹤0.01%
135,910
-10,108
2455
$3.52M ﹤0.01%
200,974
-886
2456
$3.52M ﹤0.01%
160,154
+36,586
2457
$3.51M ﹤0.01%
74,830
-136,082
2458
$3.5M ﹤0.01%
99,452
+20,759
2459
$3.5M ﹤0.01%
82,963
-161
2460
$3.49M ﹤0.01%
528,164
+4,411
2461
$3.48M ﹤0.01%
27,050
-557
2462
$3.47M ﹤0.01%
98,505
-369,240
2463
$3.47M ﹤0.01%
48,090
-1,006
2464
$3.46M ﹤0.01%
1,594,897
+122,407
2465
$3.46M ﹤0.01%
189,606
+20,501
2466
$3.45M ﹤0.01%
178,079
-6,403
2467
$3.44M ﹤0.01%
183,867
-12,872
2468
$3.43M ﹤0.01%
446,010
+124,497
2469
$3.42M ﹤0.01%
80,478
-177,876
2470
$3.41M ﹤0.01%
469,578
-77,524
2471
$3.41M ﹤0.01%
152,968
-34,065
2472
$3.41M ﹤0.01%
135,672
-1,381
2473
$3.41M ﹤0.01%
321,804
+219,537
2474
$3.41M ﹤0.01%
161,507
+66
2475
$3.4M ﹤0.01%
170,628
-5,204