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
1001
$17.4M 0.01%
744,012
-507,774
1002
$17.4M 0.01%
53,350
+13,600
1003
$17.4M 0.01%
402,177
-104,857
1004
$17.4M 0.01%
320,651
-255,400
1005
$17.3M 0.01%
253,101
+15,005
1006
$17.3M 0.01%
+503,210
1007
$17.3M 0.01%
277,861
-10,261
1008
$17.3M 0.01%
576,638
+130,345
1009
$17.3M 0.01%
584,138
+53,345
1010
$17.3M 0.01%
619,645
-71,274
1011
$17.2M 0.01%
1,477,974
-185,978
1012
$17.2M 0.01%
105,741
+59,383
1013
$17.2M 0.01%
128,013
+726
1014
$17.1M 0.01%
15,530
1015
$17M 0.01%
246,500
-18,600
1016
$17M 0.01%
315,206
-6,235
1017
$17M 0.01%
278,044
-586,326
1018
$17M 0.01%
598,408
-66,060
1019
$17M 0.01%
513,246
-1,651,334
1020
$17M 0.01%
519,517
-30,281
1021
$16.9M 0.01%
568,512
-178,183
1022
$16.9M 0.01%
468,149
+54,661
1023
$16.9M 0.01%
22,637
-1,584
1024
$16.9M 0.01%
387,076
-54,856
1025
$16.9M 0.01%
181,210
+36,346