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
3126
$357K ﹤0.01%
6,019
-921
3127
$356K ﹤0.01%
16,504
-6,036
3128
$356K ﹤0.01%
16,599
-199
3129
$353K ﹤0.01%
11,259
-553
3130
$353K ﹤0.01%
15,955
-343
3131
$352K ﹤0.01%
7,254
-47,750
3132
$350K ﹤0.01%
12,297
+954
3133
$349K ﹤0.01%
9,149
-12,804
3134
$348K ﹤0.01%
13,578
-524
3135
$348K ﹤0.01%
1,451,725
-399,137
3136
$346K ﹤0.01%
10,516
+352
3137
$346K ﹤0.01%
15,807
-1,089
3138
$346K ﹤0.01%
3,571
+739
3139
$344K ﹤0.01%
86,765
-4,300
3140
$342K ﹤0.01%
8,181
+2,717
3141
$342K ﹤0.01%
9,465
+195
3142
$341K ﹤0.01%
47,886
+35,804
3143
$341K ﹤0.01%
9,128
+6
3144
$340K ﹤0.01%
8,645
-276
3145
$339K ﹤0.01%
12,196
+2,419
3146
$338K ﹤0.01%
24,128
-2,466
3147
$338K ﹤0.01%
9,174
+720
3148
$337K ﹤0.01%
9,732
+173
3149
$337K ﹤0.01%
9,861
+663
3150
$336K ﹤0.01%
6,481
+652