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
3751
-81,308
3752
-709,546
3753
-116,141
3754
-637,000
3755
-274,257
3756
-536,522
3757
-240,842
3758
-1,216,533
3759
-32,408
3760
-1,030,739
3761
-916,285
3762
-21,839
3763
-11,449
3764
-130,440
3765
-25,480
3766
-205,685
3767
-306,500
3768
-307,524
3769
-19,961
3770
-35,777
3771
-30,910
3772
-7,563
3773
-30,480
3774
-12,740
3775
-31,862