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
3276
$226K ﹤0.01%
17,366
+1,289
3277
$225K ﹤0.01%
23,421
+1,655
3278
$225K ﹤0.01%
8,190
-63,896
3279
$224K ﹤0.01%
11,413
-234
3280
$223K ﹤0.01%
8,501
+1,025
3281
$223K ﹤0.01%
+3,324
3282
$222K ﹤0.01%
15,427
+1,390
3283
$221K ﹤0.01%
39,606
+30,980
3284
$221K ﹤0.01%
13,545
-9,375
3285
$221K ﹤0.01%
8,667
-55,793
3286
$220K ﹤0.01%
27,937
+7,023
3287
$219K ﹤0.01%
+1,998
3288
$219K ﹤0.01%
5,303
-68
3289
$217K ﹤0.01%
5,228
-18
3290
$217K ﹤0.01%
22,709
-112
3291
$217K ﹤0.01%
5,082
+696
3292
$216K ﹤0.01%
7,837
-3,348
3293
$216K ﹤0.01%
15,792
3294
$216K ﹤0.01%
8,395
-114,846
3295
$215K ﹤0.01%
15,935
+191
3296
$215K ﹤0.01%
4,666
+548
3297
$215K ﹤0.01%
18,429
+4,987
3298
$214K ﹤0.01%
+11,955
3299
$214K ﹤0.01%
+5,481
3300
$213K ﹤0.01%
28,578
+9,312