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
3176
$307K ﹤0.01%
+15,864
3177
$306K ﹤0.01%
1,649
3178
$303K ﹤0.01%
8,454
-3,203
3179
$303K ﹤0.01%
4,113
+4
3180
$302K ﹤0.01%
28,464
-799
3181
$300K ﹤0.01%
16,782
-10,074
3182
$299K ﹤0.01%
28,284
-269,332
3183
$298K ﹤0.01%
5,794
-78,562
3184
$298K ﹤0.01%
10,438
+1,587
3185
$297K ﹤0.01%
28,877
+2,730
3186
$297K ﹤0.01%
12,180
-5,713
3187
$297K ﹤0.01%
8,674
-41,825
3188
$296K ﹤0.01%
+15,166
3189
$296K ﹤0.01%
11,594
+1,331
3190
$295K ﹤0.01%
13,113
+3,489
3191
$295K ﹤0.01%
8,302
+2,035
3192
$293K ﹤0.01%
+47,573
3193
$293K ﹤0.01%
4,988
+342
3194
$292K ﹤0.01%
17,707
-15,911
3195
$292K ﹤0.01%
5,822
+998
3196
$290K ﹤0.01%
12,045
-1,399
3197
$290K ﹤0.01%
12,075
+2,325
3198
$290K ﹤0.01%
22,803
+82
3199
$288K ﹤0.01%
3,634
+264
3200
$286K ﹤0.01%
62,460
+13,040