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
1226
$12.5M 0.01%
476,363
+138,448
1227
$12.5M 0.01%
119,361
-413,386
1228
$12.5M 0.01%
478,101
+128,089
1229
$12.4M 0.01%
545,200
-112,037
1230
$12.4M 0.01%
1,371,405
-56,701
1231
$12.4M 0.01%
1,122,946
+106,254
1232
$12.4M 0.01%
147,753
-11,222
1233
$12.4M 0.01%
201,635
-11,120
1234
$12.4M 0.01%
252,740
-6,614
1235
$12.4M 0.01%
497,333
+3,807
1236
$12.4M 0.01%
347,820
+85,818
1237
$12.3M 0.01%
322,572
+1,633
1238
$12.3M 0.01%
921,800
-238,838
1239
$12.3M 0.01%
312,028
+49,145
1240
$12.3M 0.01%
314,038
+2,842
1241
$12.3M 0.01%
963,055
-179,702
1242
$12.2M 0.01%
879,277
+91,538
1243
$12.2M 0.01%
111,617
-3,030
1244
$12.2M 0.01%
353,398
-88,352
1245
$12.2M 0.01%
648,772
+57,878
1246
$12.2M 0.01%
450,902
+22,899
1247
$12.2M 0.01%
616,216
+62,648
1248
$12.2M 0.01%
409,458
+54
1249
$12.1M 0.01%
481,515
-273,331
1250
$12.1M 0.01%
939,263
+129,066