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
2601
$1.5M ﹤0.01%
177,453
+97,174
2602
$1.5M ﹤0.01%
52,509
+7,103
2603
$1.5M ﹤0.01%
22,793
+18,173
2604
$1.49M ﹤0.01%
17,623
-13,925
2605
$1.49M ﹤0.01%
+88,417
2606
$1.49M ﹤0.01%
59,878
+29,106
2607
$1.49M ﹤0.01%
+74,832
2608
$1.49M ﹤0.01%
141,053
-220,774
2609
$1.49M ﹤0.01%
47,261
-3,590
2610
$1.48M ﹤0.01%
61,269
+10,500
2611
$1.47M ﹤0.01%
106,115
-2,293
2612
$1.47M ﹤0.01%
93,754
-58,942
2613
$1.46M ﹤0.01%
148,810
-80,094
2614
$1.46M ﹤0.01%
61,956
-20,435
2615
$1.46M ﹤0.01%
32,357
-2,385
2616
$1.46M ﹤0.01%
18,135
+13,107
2617
$1.46M ﹤0.01%
290,413
-104,310
2618
$1.45M ﹤0.01%
44,134
+4,659
2619
$1.45M ﹤0.01%
128,236
+30,149
2620
$1.45M ﹤0.01%
+99,633
2621
$1.44M ﹤0.01%
40,220
-111,483
2622
$1.44M ﹤0.01%
29,862
-12,422
2623
$1.42M ﹤0.01%
35,492
+15,299
2624
$1.42M ﹤0.01%
56,046
-32,876
2625
$1.42M ﹤0.01%
82,775
+30,634