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
2976
$554K ﹤0.01%
92,535
-8,304
2977
$554K ﹤0.01%
5,320
-158
2978
$552K ﹤0.01%
+42,584
2979
$551K ﹤0.01%
4,974
+645
2980
$551K ﹤0.01%
21,546
-10,023
2981
$548K ﹤0.01%
78,790
+2,308
2982
$546K ﹤0.01%
+21,502
2983
$544K ﹤0.01%
21,042
+1,349
2984
$541K ﹤0.01%
+26,794
2985
$541K ﹤0.01%
25,236
-708
2986
$540K ﹤0.01%
12,038
-1,407
2987
$540K ﹤0.01%
31,975
+3,966
2988
$539K ﹤0.01%
9,712
+667
2989
$539K ﹤0.01%
11,932
+1,786
2990
$539K ﹤0.01%
9,089
-847
2991
$536K ﹤0.01%
20,928
-20,852
2992
$536K ﹤0.01%
32,944
+4,773
2993
$534K ﹤0.01%
+11,506
2994
$531K ﹤0.01%
26,619
-34,099
2995
$529K ﹤0.01%
31,488
+6,118
2996
$528K ﹤0.01%
15,087
-52,567
2997
$527K ﹤0.01%
19,565
-24,343
2998
$526K ﹤0.01%
39,523
+6,247
2999
$526K ﹤0.01%
16,230
+2,723
3000
$523K ﹤0.01%
17,863
+837