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
2726
$1.11M ﹤0.01%
47,760
-1,668
2727
$1.11M ﹤0.01%
116,967
-5,274
2728
$1.11M ﹤0.01%
18,202
-655
2729
$1.11M ﹤0.01%
43,805
-81,833
2730
$1.11M ﹤0.01%
197,078
-54,230
2731
$1.1M ﹤0.01%
29,165
+1,523
2732
$1.1M ﹤0.01%
91,527
-8,670
2733
$1.1M ﹤0.01%
24,786
-7,171
2734
$1.09M ﹤0.01%
43,782
-96,341
2735
$1.09M ﹤0.01%
34,250
-48
2736
$1.09M ﹤0.01%
342,906
+5,575
2737
$1.09M ﹤0.01%
82,780
+4,680
2738
$1.09M ﹤0.01%
+35,777
2739
$1.08M ﹤0.01%
71,511
-1,880
2740
$1.08M ﹤0.01%
44,918
+2,005
2741
$1.08M ﹤0.01%
234,004
-336,336
2742
$1.08M ﹤0.01%
+9,485
2743
$1.07M ﹤0.01%
37,968
-912
2744
$1.07M ﹤0.01%
11,036
+2,017
2745
$1.07M ﹤0.01%
82,367
-1,294
2746
$1.06M ﹤0.01%
105,763
+3,092
2747
$1.06M ﹤0.01%
15,802
+3,978
2748
$1.06M ﹤0.01%
39,558
-70,830
2749
$1.06M ﹤0.01%
23,872
+13,424
2750
$1.06M ﹤0.01%
50,328
+6,401