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
1151
$13.9M 0.01%
376,601
-156,086
1152
$13.9M 0.01%
508,505
-6,119
1153
$13.9M 0.01%
705,050
+272,319
1154
$13.9M 0.01%
331,920
-12,283
1155
$13.9M 0.01%
65,419
-30,617
1156
$13.9M 0.01%
190,824
-255,499
1157
$13.9M 0.01%
396,069
+77,420
1158
$13.9M 0.01%
215,491
+1,339
1159
$13.8M 0.01%
391,232
-242,008
1160
$13.8M 0.01%
722,134
-175,103
1161
$13.8M 0.01%
535,815
-25,989
1162
$13.8M 0.01%
291,166
-264,823
1163
$13.7M 0.01%
393,993
+34,795
1164
$13.7M 0.01%
505,999
-13,622
1165
$13.7M 0.01%
1,863,614
-130,936
1166
$13.7M 0.01%
415,709
+7,069
1167
$13.7M 0.01%
359,623
+45,227
1168
$13.6M 0.01%
340,966
+321,559
1169
$13.6M 0.01%
546,761
+93,694
1170
$13.6M 0.01%
348,870
-19,848
1171
$13.6M 0.01%
643,572
+60,997
1172
$13.6M 0.01%
159,937
-3,119
1173
$13.6M 0.01%
330,675
+4,657
1174
$13.6M 0.01%
269,976
-2,484
1175
$13.6M 0.01%
199,093
-9,091