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
3101
$385K ﹤0.01%
29,600
-3,370
3102
$385K ﹤0.01%
23,579
+2,814
3103
$383K ﹤0.01%
+11,146
3104
$380K ﹤0.01%
12,302
+4,173
3105
$379K ﹤0.01%
15,135
-12,743
3106
$373K ﹤0.01%
+45,282
3107
$373K ﹤0.01%
13,019
-87
3108
$372K ﹤0.01%
46,682
+6,946
3109
$372K ﹤0.01%
9,755
-3,847
3110
$372K ﹤0.01%
14,546
-38,349
3111
$370K ﹤0.01%
+14,626
3112
$370K ﹤0.01%
32,693
-2,535
3113
$369K ﹤0.01%
403,106
-1,080
3114
$368K ﹤0.01%
37,934
-25,028
3115
$368K ﹤0.01%
7,870
+3,462
3116
$368K ﹤0.01%
16,105
+1,605
3117
$367K ﹤0.01%
60,834
+30,409
3118
$366K ﹤0.01%
8,090
-52,685
3119
$365K ﹤0.01%
12,186
+5,192
3120
$364K ﹤0.01%
+8,552
3121
$363K ﹤0.01%
+15,952
3122
$362K ﹤0.01%
25,155
-6,725
3123
$361K ﹤0.01%
17,198
-5,218
3124
$360K ﹤0.01%
14,444
+1,663
3125
$360K ﹤0.01%
35,036
+17,305