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
3351
$149K ﹤0.01%
18,952
-377,549
3352
$147K ﹤0.01%
7,761
+285
3353
$147K ﹤0.01%
+12,414
3354
$144K ﹤0.01%
+10,109
3355
$143K ﹤0.01%
14,905
+158
3356
$141K ﹤0.01%
11,200
+200
3357
$139K ﹤0.01%
11,760
3358
$139K ﹤0.01%
+11,560
3359
$135K ﹤0.01%
10,125
-1,373
3360
$133K ﹤0.01%
13,575
+535
3361
$133K ﹤0.01%
+1,457
3362
$127K ﹤0.01%
11,561
3363
$126K ﹤0.01%
7,648
-2,274
3364
$125K ﹤0.01%
19,680
-5,520
3365
$122K ﹤0.01%
+12,851
3366
$118K ﹤0.01%
1,476
-29
3367
$115K ﹤0.01%
27,901
-6,310
3368
$115K ﹤0.01%
+13,389
3369
$113K ﹤0.01%
33,996
+20,415
3370
$109K ﹤0.01%
9,243
-1,990
3371
$109K ﹤0.01%
+5,799
3372
$109K ﹤0.01%
+18,150
3373
$109K ﹤0.01%
+29,810
3374
$107K ﹤0.01%
3,802
+597
3375
$107K ﹤0.01%
1,428
-4,761