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
1126
$14.4M 0.01%
103,513
-95,020
1127
$14.4M 0.01%
604,643
+73,165
1128
$14.4M 0.01%
252,870
+40,476
1129
$14.3M 0.01%
217,317
+11,253
1130
$14.3M 0.01%
500,190
-25,161
1131
$14.3M 0.01%
459,658
-81,342
1132
$14.3M 0.01%
426,783
-34,144
1133
$14.3M 0.01%
281,630
-24,033
1134
$14.3M 0.01%
275,095
+4,342
1135
$14.2M 0.01%
102,460
+33,589
1136
$14.2M 0.01%
170,620
-15,412
1137
$14.2M 0.01%
470,936
-103,535
1138
$14.2M 0.01%
1,281,383
+273,863
1139
$14.1M 0.01%
156,562
-89,189
1140
$14.1M 0.01%
784,914
-8,968
1141
$14.1M 0.01%
659,900
+59,000
1142
$14.1M 0.01%
225,356
-34,732
1143
$14.1M 0.01%
195,972
-1,974
1144
$14.1M 0.01%
194,644
+7,307
1145
$14M 0.01%
571,426
-77,487
1146
$14M 0.01%
732,014
-266,123
1147
$14M 0.01%
1,627,645
+306,406
1148
$13.9M 0.01%
188,469
-7,341
1149
$13.9M 0.01%
456,851
+2,502
1150
$13.9M 0.01%
622,638
-33,836