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
1476
$8.96M 0.01%
707,023
-606,921
1477
$8.95M 0.01%
366,387
+68,151
1478
$8.94M 0.01%
277,560
-155,576
1479
$8.94M 0.01%
603,789
+31,031
1480
$8.9M 0.01%
156,079
-11,005
1481
$8.88M 0.01%
454,126
+57,645
1482
$8.84M 0.01%
243,900
+68,879
1483
$8.83M 0.01%
41,084
-774
1484
$8.83M 0.01%
274,341
+78,370
1485
$8.8M 0.01%
1,344,658
-22,233
1486
$8.79M 0.01%
535,336
-347,000
1487
$8.77M 0.01%
408,563
+16,895
1488
$8.76M 0.01%
353,702
-368,125
1489
$8.75M 0.01%
438,814
-69,857
1490
$8.74M 0.01%
564,764
-778
1491
$8.74M 0.01%
+282,294
1492
$8.73M 0.01%
118,202
+29,291
1493
$8.72M 0.01%
253,983
+23,271
1494
$8.69M 0.01%
773,270
-131,201
1495
$8.67M 0.01%
208,420
-40,142
1496
$8.66M 0.01%
153,438
+2,384
1497
$8.65M 0.01%
458,992
+7,538
1498
$8.63M 0.01%
185,104
+29,316
1499
$8.62M 0.01%
197,257
-35,978
1500
$8.61M 0.01%
216,351
+65,814