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
1101
$15M 0.01%
835,518
+232,954
1102
$15M 0.01%
412,532
-25,386
1103
$15M 0.01%
27,500
-11,080
1104
$14.9M 0.01%
416,680
-104,622
1105
$14.9M 0.01%
122,399
-23,381
1106
$14.9M 0.01%
583,713
-151,267
1107
$14.9M 0.01%
126,321
+5,821
1108
$14.9M 0.01%
126,164
+28,898
1109
$14.9M 0.01%
499,032
+137,208
1110
$14.8M 0.01%
213,223
-3,919
1111
$14.8M 0.01%
333,976
+22,139
1112
$14.8M 0.01%
946,520
-26,417
1113
$14.8M 0.01%
915,931
-137,477
1114
$14.7M 0.01%
259,911
-2,594
1115
$14.7M 0.01%
459,692
-166,239
1116
$14.7M 0.01%
1,319,406
+59,650
1117
$14.7M 0.01%
427,937
-4,501
1118
$14.6M 0.01%
537,326
-85,699
1119
$14.6M 0.01%
58,657
+6,786
1120
$14.6M 0.01%
424,999
+21,352
1121
$14.5M 0.01%
711,109
+362,979
1122
$14.5M 0.01%
414,118
-107,092
1123
$14.5M 0.01%
405,334
-84,601
1124
$14.5M 0.01%
466,062
+54,532
1125
$14.5M 0.01%
228,086
+82,127