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
$319B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,076
New
Increased
Reduced
Closed

Top Buys

1 +$901M
2 +$418M
3 +$301M
4
XOM icon
Exxon Mobil
XOM
+$274M
5
PSA icon
Public Storage
PSA
+$230M

Sector Composition

1 Technology 23.67%
2 Healthcare 11.05%
3 Financials 10.37%
4 Industrials 8.68%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$3.95M ﹤0.01%
186,234
-45,029
2452
$3.95M ﹤0.01%
223,345
+12,879
2453
$3.94M ﹤0.01%
436,427
-127,069
2454
$3.94M ﹤0.01%
395,961
-21,447
2455
$3.92M ﹤0.01%
400,194
+196,707
2456
$3.92M ﹤0.01%
71,307
-21,224
2457
$3.91M ﹤0.01%
150,627
-80,942
2458
$3.91M ﹤0.01%
74,329
+59,417
2459
$3.9M ﹤0.01%
133,484
-1,563
2460
$3.9M ﹤0.01%
233,800
+20,598
2461
$3.89M ﹤0.01%
232,983
+160,734
2462
$3.89M ﹤0.01%
228,509
-11,807
2463
$3.88M ﹤0.01%
123,262
-19,653
2464
$3.88M ﹤0.01%
103,045
-19,344
2465
$3.87M ﹤0.01%
492,121
-31,412
2466
$3.87M ﹤0.01%
218,478
-7,580
2467
$3.87M ﹤0.01%
111,852
-5,616
2468
$3.87M ﹤0.01%
91,362
-35,618
2469
$3.86M ﹤0.01%
162,509
-3,350
2470
$3.85M ﹤0.01%
61,089
-9,736
2471
$3.85M ﹤0.01%
97,885
-2,598
2472
$3.84M ﹤0.01%
59,921
+2,197
2473
$3.83M ﹤0.01%
146,605
+2,303
2474
$3.83M ﹤0.01%
27,351
-1,547
2475
$3.83M ﹤0.01%
108,722
-1,470