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
1251
$12.1M 0.01%
253,430
+53,948
1252
$12.1M 0.01%
221,400
-3,892
1253
$12.1M 0.01%
+102,543
1254
$12M 0.01%
311,419
+62,891
1255
$12M 0.01%
211,032
+12,462
1256
$12M 0.01%
1,168,116
-808,408
1257
$12M 0.01%
211,720
-6,204
1258
$12M 0.01%
586,431
+253,843
1259
$12M 0.01%
234,525
-36,820
1260
$12M 0.01%
440,802
+17,002
1261
$12M 0.01%
103,568
+21,177
1262
$12M 0.01%
185,342
-3,600
1263
$12M 0.01%
478,296
+65,682
1264
$12M 0.01%
222,171
-1,300
1265
$12M 0.01%
695,660
-67,866
1266
$11.9M 0.01%
117,657
-5,540
1267
$11.9M 0.01%
607,250
+147,900
1268
$11.9M 0.01%
238,601
+582
1269
$11.9M 0.01%
71,738
+21,355
1270
$11.9M 0.01%
88,833
-41,383
1271
$11.9M 0.01%
282,636
+648
1272
$11.9M 0.01%
675,651
-16,327
1273
$11.9M 0.01%
278,685
-41,735
1274
$11.9M 0.01%
545,746
-248,219
1275
$11.9M 0.01%
85,439
+34,695