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
2776
$1M ﹤0.01%
41,308
2777
$999K ﹤0.01%
38,276
+9,102
2778
$996K ﹤0.01%
50,225
-145,230
2779
$994K ﹤0.01%
46,700
+12,396
2780
$993K ﹤0.01%
377,379
-44,909
2781
$992K ﹤0.01%
13,834
-3,100
2782
$989K ﹤0.01%
77,178
-6,400
2783
$981K ﹤0.01%
36,411
+7,282
2784
$979K ﹤0.01%
122,945
-400,481
2785
$977K ﹤0.01%
18,532
+3,314
2786
$970K ﹤0.01%
56,452
+12,092
2787
$969K ﹤0.01%
34,843
+212
2788
$967K ﹤0.01%
18,073
+4,971
2789
$966K ﹤0.01%
39,080
+1,281
2790
$957K ﹤0.01%
53,100
+27,300
2791
$956K ﹤0.01%
20,792
+928
2792
$956K ﹤0.01%
104,997
-2,034
2793
$952K ﹤0.01%
257,250
+24,880
2794
$947K ﹤0.01%
170,695
+1,214
2795
$947K ﹤0.01%
6,864
+962
2796
$946K ﹤0.01%
31,295
+5,210
2797
$944K ﹤0.01%
32,596
+2,875
2798
$942K ﹤0.01%
300,005
+11,814
2799
$941K ﹤0.01%
17,467
+227
2800
$938K ﹤0.01%
21,470
-231,395