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
1376
$10.4M 0.01%
233,968
+138,496
1377
$10.3M 0.01%
53
+5
1378
$10.3M 0.01%
46,410
+360
1379
$10.3M 0.01%
222,923
-469,883
1380
$10.3M 0.01%
97,181
+93,696
1381
$10.3M 0.01%
+2,791,793
1382
$10.3M 0.01%
269,359
-9,091
1383
$10.3M 0.01%
463,191
-28,540
1384
$10.3M 0.01%
133,996
-989
1385
$10.3M 0.01%
255,113
+243,533
1386
$10.3M 0.01%
306,699
-6,643
1387
$10.2M 0.01%
304,302
+10,194
1388
$10.2M 0.01%
301,600
-113,150
1389
$10.2M 0.01%
631,874
-53,365
1390
$10.2M 0.01%
1,624,957
-69,120
1391
$10.2M 0.01%
261,442
+60,156
1392
$10.2M 0.01%
1,313,920
-720,338
1393
$10.2M 0.01%
467,239
+161,820
1394
$10.2M 0.01%
1,894,453
-423,182
1395
$10.2M 0.01%
484,939
+166,934
1396
$10.1M 0.01%
204,796
+35,804
1397
$10.1M 0.01%
150,056
-144
1398
$10.1M 0.01%
131,750
+23,844
1399
$10.1M 0.01%
778,983
-34,425
1400
$10.1M 0.01%
754,871
-239,109