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
1526
$8.3M 0.01%
466,641
+100,988
1527
$8.27M 0.01%
310,004
-150,393
1528
$8.27M 0.01%
245,247
-894
1529
$8.27M 0.01%
1,063,159
+587,055
1530
$8.27M 0.01%
353,466
+203,515
1531
$8.27M 0.01%
116,075
+16,803
1532
$8.27M 0.01%
82,278
-37,157
1533
$8.26M 0.01%
1,698,545
-8,700
1534
$8.25M 0.01%
280,640
+4,634
1535
$8.24M 0.01%
+422,917
1536
$8.24M 0.01%
207,640
-48,875
1537
$8.22M 0.01%
184,963
-21,926
1538
$8.22M 0.01%
1,519,169
+25,720
1539
$8.21M 0.01%
285,308
-15,502
1540
$8.21M 0.01%
276,923
-178,400
1541
$8.15M 0.01%
369,973
+58,147
1542
$8.15M 0.01%
205,535
-49,952
1543
$8.13M 0.01%
349,604
+26,557
1544
$8.12M 0.01%
665,702
-5,231
1545
$8.12M 0.01%
505,446
+1,354
1546
$8.08M 0.01%
617,533
+185,252
1547
$8.08M 0.01%
411,536
+5,160
1548
$8.06M 0.01%
205,754
-2,724
1549
$8.06M 0.01%
376,438
+317,613
1550
$8.06M 0.01%
151,362
-953