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
1351
$10.7M 0.01%
895,025
-43,441
1352
$10.7M 0.01%
547,588
+63,490
1353
$10.7M 0.01%
106,440
-10,316
1354
$10.6M 0.01%
47,493
-7,989
1355
$10.6M 0.01%
432,913
-19,177
1356
$10.6M 0.01%
135,388
-13,609
1357
$10.6M 0.01%
2,574,608
-119,624
1358
$10.6M 0.01%
352,038
+3,449
1359
$10.6M 0.01%
684,407
+2,450
1360
$10.6M 0.01%
440,029
+145,741
1361
$10.5M 0.01%
104,473
+13,360
1362
$10.5M 0.01%
498,472
-16,184
1363
$10.5M 0.01%
264,570
-2,678
1364
$10.5M 0.01%
576,362
-1,598
1365
$10.5M 0.01%
193,765
+7,526
1366
$10.5M 0.01%
277,361
+25,945
1367
$10.5M 0.01%
751,493
-49,784
1368
$10.5M 0.01%
3,120,476
-243,940
1369
$10.4M 0.01%
331,184
+5,600
1370
$10.4M 0.01%
106,814
-44,016
1371
$10.4M 0.01%
251,845
-14,536
1372
$10.4M 0.01%
8,922
-4,391
1373
$10.4M 0.01%
428,872
+10,121
1374
$10.4M 0.01%
631,605
-2,751
1375
$10.4M 0.01%
354,579
+33,774