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
3601
-546,514
3602
-254,584
3603
-214,639
3604
-9,856
3605
-9,880
3606
-125,000
3607
-319
3608
-5,375
3609
-5,060
3610
-36,105
3611
-3,850,599
3612
-13,107
3613
-23,295
3614
-114,472
3615
-5,188
3616
-16,000
3617
-9,150
3618
-4,988
3619
-3,446
3620
-52,479
3621
-10,132
3622
-131,440
3623
-79,307
3624
-35,477
3625
-184,497