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
3326
$197K ﹤0.01%
+10,761
3327
$195K ﹤0.01%
6,300
+28
3328
$195K ﹤0.01%
40,167
-571
3329
$192K ﹤0.01%
16,942
-2,010
3330
$191K ﹤0.01%
15,547
+1,138
3331
$189K ﹤0.01%
51,727
+202
3332
$184K ﹤0.01%
15,466
+5,303
3333
$182K ﹤0.01%
58,669
-78,144
3334
$178K ﹤0.01%
12,173
-220
3335
$176K ﹤0.01%
15,534
+2,916
3336
$175K ﹤0.01%
19,045
+65
3337
$174K ﹤0.01%
28,541
-40,030
3338
$173K ﹤0.01%
21,113
3339
$172K ﹤0.01%
21,041
+2,579
3340
$171K ﹤0.01%
+13,738
3341
$166K ﹤0.01%
12,825
-3,741
3342
$165K ﹤0.01%
+10,013
3343
$161K ﹤0.01%
11,993
+23
3344
$161K ﹤0.01%
+15,471
3345
$161K ﹤0.01%
+12,811
3346
$154K ﹤0.01%
14,178
+2,186
3347
$152K ﹤0.01%
31,964
+1,500
3348
$152K ﹤0.01%
11,927
3349
$152K ﹤0.01%
15,831
+3,842
3350
$150K ﹤0.01%
183,094
-54,757