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
$161B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,270
New
Increased
Reduced
Closed

Top Sells

1 +$626M
2 +$417M
3 +$407M
4
VMW
VMware, Inc
VMW
+$366M
5
MON
Monsanto Co
MON
+$363M

Sector Composition

1 Healthcare 15.25%
2 Technology 14.65%
3 Financials 13.92%
4 Consumer Discretionary 9.72%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.82M ﹤0.01%
77,602
-2,854
2502
$1.82M ﹤0.01%
34,563
-4,494
2503
$1.81M ﹤0.01%
87,095
+58,534
2504
$1.81M ﹤0.01%
114,720
+3,024
2505
$1.81M ﹤0.01%
+71,317
2506
$1.81M ﹤0.01%
+47,478
2507
$1.81M ﹤0.01%
81,488
-12,490
2508
$1.8M ﹤0.01%
24,381
+5,382
2509
$1.79M ﹤0.01%
288,363
-3,351
2510
$1.78M ﹤0.01%
285,091
-17,695
2511
$1.78M ﹤0.01%
73,688
+6,094
2512
$1.78M ﹤0.01%
114,987
-15,000
2513
$1.77M ﹤0.01%
92,686
+63,856
2514
$1.77M ﹤0.01%
37,434
+6,651
2515
$1.77M ﹤0.01%
460,238
-6,191
2516
$1.76M ﹤0.01%
83,553
+8,007
2517
$1.75M ﹤0.01%
61,948
+42,863
2518
$1.75M ﹤0.01%
+179,870
2519
$1.74M ﹤0.01%
47,157
+14
2520
$1.74M ﹤0.01%
90,408
-668
2521
$1.74M ﹤0.01%
124,234
+20,560
2522
$1.74M ﹤0.01%
19,881
-555
2523
$1.74M ﹤0.01%
377,616
-229,296
2524
$1.73M ﹤0.01%
15,280
-1,025
2525
$1.73M ﹤0.01%
+127,867