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
326
$82.6M 0.05%
2,852,811
+159,225
327
$82.6M 0.05%
3,092,230
+1,661,874
328
$82.4M 0.05%
177,101
+94,614
329
$82.3M 0.05%
2,181,238
+80,382
330
$82.1M 0.05%
544,251
-154,516
331
$81.4M 0.05%
1,715,350
-700,852
332
$81.3M 0.05%
465,136
+66,327
333
$80.8M 0.05%
1,653,967
-58,833
334
$80.7M 0.05%
1,676,489
+1,130,550
335
$80.7M 0.05%
3,070,469
+814,786
336
$79.6M 0.05%
1,365,591
+45,491
337
$79.6M 0.05%
2,711,653
+24,048
338
$79.5M 0.05%
1,092,658
-3,148
339
$79.2M 0.05%
925,322
-55,071
340
$78.5M 0.05%
841,602
-25,085
341
$78.4M 0.05%
1,811,364
-5,926
342
$78.1M 0.05%
887,024
-11,646
343
$77.5M 0.05%
2,095,442
-181,829
344
$77.4M 0.05%
1,185,632
+317,104
345
$77.4M 0.05%
2,166,601
+853,396
346
$77M 0.05%
1,471,165
+430,921
347
$75.2M 0.05%
470,520
-37,400
348
$74.7M 0.05%
1,012,020
+695,714
349
$74.6M 0.05%
1,406,389
+242,918
350
$74.3M 0.05%
1,297,390
+86,780