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
3051
$449K ﹤0.01%
15,326
+3,695
3052
$449K ﹤0.01%
2,283
-10,609
3053
$448K ﹤0.01%
8,882
+592
3054
$446K ﹤0.01%
37,653
+3,353
3055
$445K ﹤0.01%
9,940
+471
3056
$443K ﹤0.01%
49,291
+4,810
3057
$443K ﹤0.01%
52,683
-3,915
3058
$443K ﹤0.01%
61,984
+8,151
3059
$443K ﹤0.01%
+41,925
3060
$441K ﹤0.01%
+4,444
3061
$440K ﹤0.01%
33,939
+9,431
3062
$440K ﹤0.01%
88,698
+2,584
3063
$439K ﹤0.01%
4,545
+1,919
3064
$439K ﹤0.01%
13,262
+4,258
3065
$436K ﹤0.01%
17,450
-3,240
3066
$434K ﹤0.01%
11,394
+357
3067
$434K ﹤0.01%
103,892
-13,271
3068
$434K ﹤0.01%
14,591
-10,149
3069
$433K ﹤0.01%
26,311
+3,707
3070
$430K ﹤0.01%
20,088
+12,881
3071
$429K ﹤0.01%
18,860
-27,720
3072
$426K ﹤0.01%
4,692
+854
3073
$425K ﹤0.01%
38,488
+3,309
3074
$424K ﹤0.01%
+42,532
3075
$422K ﹤0.01%
17,408
-5,208