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
1426
$9.62M 0.01%
739,172
+26,123
1427
$9.62M 0.01%
182,065
+56,084
1428
$9.61M 0.01%
139,227
+5,946
1429
$9.61M 0.01%
+188,300
1430
$9.61M 0.01%
771,596
+198,298
1431
$9.57M 0.01%
613,471
+53,829
1432
$9.54M 0.01%
112,077
+7,579
1433
$9.53M 0.01%
577,148
-797,699
1434
$9.53M 0.01%
355,942
+1,822
1435
$9.52M 0.01%
352,601
-22,779
1436
$9.51M 0.01%
409,153
-76,896
1437
$9.49M 0.01%
76,099
+5,205
1438
$9.49M 0.01%
287,926
-81,652
1439
$9.49M 0.01%
1,124,075
-773,351
1440
$9.44M 0.01%
226,798
+2,834
1441
$9.43M 0.01%
485,914
-488,418
1442
$9.41M 0.01%
183,482
+21,375
1443
$9.41M 0.01%
356,581
-733
1444
$9.41M 0.01%
338,549
+2,364
1445
$9.4M 0.01%
1,114,836
+655,122
1446
$9.4M 0.01%
178,177
+40,125
1447
$9.39M 0.01%
233,565
-7,641
1448
$9.37M 0.01%
235,504
+187,489
1449
$9.36M 0.01%
94,708
+168
1450
$9.35M 0.01%
16,210
-10,854