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
3551
-1,853,158
3552
-160,424
3553
-414,155
3554
-184,271
3555
-116,679
3556
-38,817
3557
-1,515,993
3558
-76,658
3559
-284,767
3560
-9,543
3561
-48,062
3562
-145,625
3563
-323,551
3564
-222,275
3565
-22,149
3566
-447,468
3567
-56,469
3568
-48,836
3569
-5,276,247
3570
-178,873
3571
-1,451,892
3572
-329,325
3573
-168,717
3574
-96,790
3575
-193,051